CDR: Editor's Choice: The Red-Hot Server Appliance Market, 10/3/00
=========================================================== TODAY'S NEWSLETTER LOOKS AT LEADING PLAYERS IN THE RED-HOT SERVER APPLIANCE MARKET Sun Microsystems (SUNW) thinks so highly of the server appliance market that it plans to spend about $2 billion to buy Cobalt Networks (COBT). Sales of scaled-down servers, which help manage how desktop machines communicate and work together, are expected to reach more than $12 billion by 2004. That's up from around $1 billion this year, according to IDC. The market continues to attract some major players hoping to target small business and Web site hosting firms looking to buy server appliances to help manage networks. In today's newsletter, we look at the companies leading the migration toward server appliances. =========================================================== A Word From Our Sponsor ========================================================== Looking for business contacts? Use Hoover's Lead Finder, powered by clickdata.com, to tap into Hoover's database of more than 15,000 companies. With a few simple steps, you can build custom lists of contacts and ready-to-go mailing lists. Start your search now! http://wwwrd.0mm.com/pwz585001 =========================================================== 1. EDITOR'S CHOICE STORIES FROM: Federal Computer Week, 123Jump, Electronic News, and Computer Dealer News 2. FREE SAMPLES OF THE DAY FROM: Newsbytes and Market Guide 3. COMPANY OF THE DAY: Network Appliance (NTAP) 4. INDUSTRY UPDATES 5. HTML VERSION OF EDITOR'S CHOICE NEWSLETTER 6. SIGN UP FOR INDUSTRY NEWS DIGESTS - WIN A PALM Vx! =============================================== 1. EDITOR'S CHOICE STORIES a. "STORAGE IS PUT ON THE LINE" Source: Federal Computer Week, September 26 edition New network-attached devices are redefining the data storage business. (FREE TO MEMBERS) http://wwwrd.0mm.com/pwz585002 b. "SECTOR PROFILE: HARDWARE STOCKS" Source: 123Jump, September 29 article MMC Networks (MMCN) and Network Appliance (NTAP), up 388 percent and 219 percent respectively this year, are standouts in the computer hardware sector. (FREE TO MEMBERS) http://wwwrd.0mm.com/pwz585003 c. "INTERNET APPLIANCES ARE TAKING THE MARKET BY STORM" Source: Electronic News, September 28 edition The hot trend this year is definitely the Internet appliance, both in terms of technical programming and exhibits. (FREE TO MEMBERS) http://wwwrd.0mm.com/pwz585004 d. "GOOD THINGS ARE IN STORE" Source: Computer Dealer News, September 28 edition New appliances are providing the missing pieces for many storage- area network (SAN) vendors. (FREE TO MEMBERS) http://wwwrd.0mm.com/pwz585005 2. FREE SAMPLES OF THE DAY Available exclusively to Hoover's Members through the Hoover's Editor's Choice Newsletter. These documents are free to Members for one week. a. "APPLIANCES PREDICTED TO PLUG NETWORK LOOPHOLES IN E-BUSINESS", from a October 1 article in Newsbytes, courtesy of Newsbytes. Network appliances are providing businesses with a cost-effective alternative to adding more costly hardware. http://wwwrd.0mm.com/pwz585006 Newsbytes is a news service of Post-Newsweek Business information, updated daily, that covers the computer and telecommunications industries. Articles from Newsbytes are available on a pay-per-view basis through Hoover's Archived News for $1.00. To search them, select "Computers/Internet News" on Archived News Advanced Search page. Sample Search: http://wwwrd.0mm.com/pwz585007 b. MARKET GUIDE PROVESTOR REPORT: NETWORK APPLIANCE, courtesy of Market Guide. Network Appliance (NTAP) designs, manufactures, markets, and supports high performance network-attached data storage and access devices that provide file service and content delivery solutions for data-intensive network environments. For more information about Network Appliance, our company of the Day, see below. http://wwwrd.0mm.com/pwz585008 Market Guide ProVestor Reports provide historical quarterly and annual financial statements, a company brief, ratio and comparisons, institutional ownership and insider trading data, price performance, short interest information, key officers, address and more. Market Guide ProVestor Reports are available on a pay-per-view basis through Hoover's Archived News for $16.95. To search them, select "Company Profiles (Pay)" on Archived News Advanced Search page. Sample Search: http://wwwrd.0mm.com/pwz585009 =========================================================== A Word From Our Sponsor =========================================================== Mimeo.com is the superior way to print, bind and deliver your important color and black & white business documents and presentations. With the free Mimeo.com Exact Printsm Software, customers are able to use the Internet to manage their document production in a secure, dependable and convenient environment. Superior quality print originals are bound to order and delivered via FedEx anywhere in the U.S. and Canada. http://wwwrd.0mm.com/pwz585010 =========================================================== 3. COMPANY OF THE DAY: Network Appliance (NTAP) Network Appliance was re-issued a near-term "buy" rating by analyst Thomas Kraemer at Merrill Lynch. The long-term rating was also re-issued as a "buy", and given a price target of $185 per share. For a comprehensive picture of Network Appliance through company profiles, recent news stories, recent press releases, and research reports, follow the links below into Hoover's vast databases: Hoover's Company Capsule: http://wwwrd.0mm.com/pwz585011 Other Company Profiles: http://wwwrd.0mm.com/pwz585012 Recent News Stories: http://wwwrd.0mm.com/pwz585013 Recent Press Releases: http://wwwrd.0mm.com/pwz585014 Recent Research Reports: http://wwwrd.0mm.com/pwz585015 =========================================================== A Word From Our Sponsor =========================================================== Leaving on a Jet Plane (Maybe) Did you know that if you are involuntarily bumped from a flight and the airline arranges substitute transportation scheduled to arrive at your destination between one and two hours after your original arrival time (between one and four hours on international flights), the airline must pay you an amount equal to your one-way fare, with a $200 maximum? 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