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Technology Stocks : Network Appliance

NTAP 115.66

-2.9%

Dec 12 9:30 AM EST

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To: KevRupert who wrote (3489)	6/14/2000 5:42:00 PM
From: JRH	of 10934

Is this a discontinuous innovation against NTAP by SUNW? I would wager that it is not discontinuous whatsoever to NTAP's boxes. If anything, it is more a relic of continuous innovation of SAN-based devices (I saw the term SAN used a lot in DS's summary of the news conference). At this point, there is no evidence that this device is technically superior (or even equivalent, for that matter) to NetApps filers. I don't believe that the SUNW announcement is significantly related to the stock price's drop since the SUNW news has been out for a while.... BWDIK, Justin

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