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Technology Stocks : Network Appliance
NTAP 115.78+3.1%3:59 PM EST

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To: Boplicity who wrote (5265)11/21/2000 11:10:00 AM
From: 100cfm   of 10934
 

A lot of that has to do with the management of company. A company can have the best darn technology on the planet and do well for a few years, but if management can't execute, then they will past by others that can as they hit the wall.


Greg, I think that is THE reason why the other companies just don't/can't and won't do what NTAP can and does do. You've answered you're own question.
And yes I agree with you on ORCL.
As far as NTAP's management is concerned, since last october when I got in I have not seen a single mistake from them or a let down as far as being an investor. Any disappointment or let down has been solely in Mr Market's Mind.
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