Tuesday, November 06, 2007

Commodity Storage - JAVA NTAP

Sun will counter-sue Network Appliance. I expect NTAP will lose their suit, and continue to lose business due to ZFS comoditizing high end storage.

... a comprehensive reciprocal suit. As a part of this suit, we are requesting a permanent injunction to remove all of their filer products from the marketplace, and are examining the original NFS license - on which Network Appliance was started.
...


JAVA 5.16 -.55 on volume. Earnings announcement had light revenue.
NTAP 29.98 +.27 on light volume. Short candidate back to 24 in August 2007.

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