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Technology Stocks : Network Appliance
NTAP 116.33-1.0%10:18 AM EST

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To: Allegoria who wrote (5577)12/7/2000 2:03:25 AM
From: kas1   of 10934
 
How on earth did you draw this sweeping conclusion of the new EMC Chameleon product when it has been released less than 24 hours?

I penned my post in haste, and half-jokingly, and it's made more impact than most of the (much better thought out) stuff I post here. First it gets chosen as Cool Post (kind of like becoming famous at your worst moment), and now this indictment from you.

Anyway, I made the conclusion about "not too formidable" from having read some news stories, on CNet and Yahoo and the like. I was also posting based on the price action in NTAP the day of the announcement -- I assume the market is at least slightly rational. I am no NAS expert, and was posting based on a combination of public information and gut feeling. But I suppose that I, as an NTAP fan, will, no matter how hard I try, have something of a prejudice when I read these articles, and dismiss pro-EMC statements as EMC hype, while interpreting pro-NTAP statements as pure truth. I'm only human. We all do this, and it's healthy to attempt to consciously mitigate it just a little bit, and at least be honest about what our prejudices are.

So here are my prejudices: I invest in NTAP, not EMC, because I think NTAP is a better company, with more potential. In light of my thinking that NTAP is a better company, how can you be surprised that I'd think EMC products aren't as good? Bayesian updating goes only so far.

Do you have any performance lab tests to offer (or direct us to) ?

Not yet. And there is only so much that performance labs can measure, especially with "disruptive technology" -- all performance tests are skewed toward status-quo technologies. Some of NTAP's key advantages -- ease of use and maintenance -- are not measurable on a lab bench.

(even if it is some sort of pig English…)

As someone else pointed out, the term "pig English" is what you would call "pig English." However, that was the only orthographic misstep in your missive, so I shall not roast you over the grammarians' pedantic spit. Suffice it to say SI is pretty low on my list of life priorities, and I often post when I'm not mentally 100%, and am often doing five other things in five other windows. I must apologize for my writing here; it is rarely my best. I hope my posting privileges won't be revoked.
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