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Technology Stocks : Network Appliance

NTAP 111.56

+2.1%

Nov 28 9:30 AM EST

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To: DownSouth who wrote (1765)	12/7/1999 9:22:00 AM
From: mthomas	of 10934

My premise almost precisely. Yes, the technological development aspect of FC is so rapidly altered that unless I were directly hooked into the industry I would not feel comfortable investing. For this reason I do not invest into chips, just because I do not know what will come up tomorrow. When dealing with the application of such technology I feel I have a better business model to predict performance over a longer term. The storage market is a huge buffer against instant disruption for any single player, and those players that are demonstrating superior technology and good business acumen will perform well. I see NTAP and EMC as the dominant positions, with NTAP commanding the technological premium for innovation and evolution. FC is big, and will stay big, but tomorrow can bring a new prince. Storage is safer for me, and still has huge potential. Good luck. Martin Thomas

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