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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (1053)	6/4/1999 9:30:00 AM
From: riposte	Read Replies (2) \| Respond to of 10934

Compaq in Appliance Business... A piece @ news.com... Steve Compaq tackles server appliance market By Stephen Shankland Staff Writer, CNET News.com June 3, 1999, 12:40 p.m. PT Compaq Computer is launching a major new product line called TaskSmart, a collection of "server appliances" specialized for doing one task very well. The server appliance market is set to proliferate, observers say, and the addition of them is likely to be popular with some Compaq customers such as small businesses and Internet service providers. Compaq is the first big-name company to begin getting its feet wet in this market, said International Data Corporation analyst Amir Ahari. However, server appliance sales will bite a chunk out of low-end server sales at Compaq and other companies, "cannibalizing" their server lines, Ahari said. "It's going to happen. They won't say it, but it's going to happen," he said. The first TaskSmart machines, due in July with starting prices less than $10,000, will be dedicated to "caching" Internet information, a process that speeds up the delivery of Web pages or other information by storing the data closer to the location of users who need it. FULL TEXT @ news.com

To: DownSouth who wrote (1053)	6/4/1999 9:42:00 AM
From: Sam	Read Replies (3) \| Respond to of 10934

DS, QNTM has announced that they will getting into the storage systems business. That is why Chris referenced them. They are doing this in order to diversify out of their dependence on HDs. As you say, for a business that is growing well in unit volumes, it is a tough sector to be in. The question I have, will the appliance business become the same way, as it becomes more prominent by virtue of its rapid growth and attracts companies like IBM, CPQ, QNTM, HP and others?

To: DownSouth who wrote (1053)	6/4/1999 11:14:00 AM
From: Beltropolis Boy	Respond to of 10934

>Chris, as you know, Qantum is a disk drive manufacturer. They are not a storage system provider (NAS/SAN). That is a horrible business to be in. indeed, horrible enough that quantum is now eyeing NTAP and moving into the lucrative storage market. the horror! <vbg> as i posted here a handful of months ago, QNTM announced that they'd be splitting their stock in two tracking stocks, one of which would separate out their storage systems business. techstocks.com the more recent news is their purchase of meridian data for $85M. meridian, while obviously small, is definitely a NAS maker. marketwatch.newsalert.com (actually, i was being slightly abstruse in my last post; a veiled jab at QNTM in light of their earnings warning, yet no mention of their new "turnaround" bidnez.) hey, do you know if NTAP is at supahcomm99? atlanta, right? enjoy the weekend, -chris.