Network Appliance Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Network Appliance

NTAP 115.65

-2.9%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: BI*RI who wrote (1867)	12/17/1999 5:13:00 PM
From: dwayanu	Read Replies (2) of 10934

> I don't know why holders of NTAP have to think this is Red Sox vs. the Yankees. Yes, there's little overlap at the moment, but.... There's a general assumption that EMC bought Data General last summer for DG's CLARiiON storage products, with the idea of EMC expanding into the middle size market (and into NTAP's space). CLARiiON under DG was mostly OEM'd to computer builders like Unisys, Bull, HP, Dell, StorageTek. Under EMC, they're adding a major direct sales effort into the middle-sized enterprise storage market "for price sensitive customers". [above summarized from Merrill Lynch report 10/99] So some level of EMC/NTAP collision greater than present will occur, maybe late 2000 and into 2001. I'm betting on NTAP. - Dway

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next