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Technology Stocks : Network Appliance

NTAP 115.66

-2.9%

Dec 12 9:30 AM EST

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To: Percival 917 who wrote (3488)	6/14/2000 5:11:00 PM
From: KevRupert	Read Replies (2) of 10934

DownSouth, We're looking forward to your interpretation (long-term effects) of the SUNW product offerings. Is this a discontinuous innovation against NTAP by SUNW? Based upon your post, it sounds like this has the likely effect of taking (1) market share & (2) pricing power away from NTAP. Am I way off base? "Yes" would be an acceptable answer! <g> Any thoughts on why EMC didn't feel the pain? You mentioned the price discrepancy between the SUNW & EMC product offerings. I would have thought EMC would have gone down. You had a great summary on the SUNW appearance. Please don't tell us that Christensen is going to use NTAP as an example of discontinuous invention in his next book! <g> Thanks for all of your great info!

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