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Technology Stocks : Network Appliance
NTAP 115.99+1.1%3:59 PM EST

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To: DownSouth who wrote (5841)1/18/2001 11:18:47 AM
From: stock_bull69   of 10934
 
Server Hardware/Appliance (OPENX) : Merrill Lynch comments on the group after interviewing 30 people in 20 companies; says storage
demand remains solid and non-discretionary; reports that Brocade (BRCD 100 5/8) continues to enjoy momentum behind SAN
deployment and nearly every contact mentioned BRCD as the leader; EMC (EMC 73 3/8) remains strong as data indicates that spending
remains healthy; NTAP (NTAP 64 3/4) received solid reviews, sees EMC emerging as a player in NAS, but says NTAP won't miss a beat;
Hewlett-Packard (HWP 31 11/16) continues to suffer from serious problems in the channel; IBM (IBM 97 5/16) is still constrained with
CPU's for the RS/6000 (iServer) line but shipment growth has markedly improved.

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