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Pastimes : Home on the range where the buffalo roam
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To: Boplicity who wrote (12526)4/11/2001 11:03:20 AM
From: Boplicity  Read Replies (1) of 13572
 
re: Storage--->EMC, maybe NTAP, Later BRCD, MCDT watch STOR

I want to change this line. I was telling a pal of mine last night, that I think storage sector is facing an increasing amount of competition, from all angles and I would stay away from the the manufacturers of the end product, and invest in the suppliers. So I would remove EMC but keep the maybe in NTAP. VRTS might be the best way to play the storage sector.

B
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