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Technology Stocks : Network Appliance
NTAP 117.26+1.1%Dec 5 9:30 AM EST

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To: Uncle Frank who wrote (1375)8/19/1999 1:23:00 PM
From: chaz   of 10934
 
Uncle Frank, that's the issue....we were discussing this just the other day and concluded that thus far, we do not accord primate status here, but we are clearly king of the NAS hill. DS posted that developing another "kernel" as he called it would have to come from out of nowhere. As I see it, present competitors would have to "buy" NTAP's business to displace them. You've seen that attempted before, and it doesn't usually work, so I think NTAP is a pretty secure bet, and I'm in solid.
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