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Technology Stocks : Network Appliance
NTAP 111.56+2.1%Nov 28 9:30 AM EST
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To: JohnM who wrote (3992)8/14/2000 9:33:34 PM
From: DownSouth   of 10934
 
You're welcome, and I do think this tiger is ramping up to new growth rates. The tornado is spinning faster.

I thought it was interesting when DW was asked about EMC as a competitor. First, he said that the breadth of the NTAP product line is too large for a squeeze play. Then he said that the real competition is not EMC, its the computer manufacturers. NTAP must concentrate on taking business from CPQ, SUNW, HWP, etc, who have 75% of the storage market.
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