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Technology Stocks : Network Appliance

NTAP 115.84

+0.1%

10:22 AM EST

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To: riposte who wrote (6645)	2/13/2001 12:27:34 PM
From: pirate_200	Read Replies (3) of 10934

"Indeed, even Valentine would be impressed if Cisco were to keep the torch burning for another ten years as technology advances occur at an accelerating pace. To keep up with new advances, high-tech breakthroughs, revolutions and the ultimate winning technologies, Cisco would have to keep up the principle of creative destruction quite rapidly. Creative destruction refers to the notion that companies need to obsolete their own products or else someone else will." "Creative destruction" or: obsolete your products before your competition does. The big question: is EMC willing to eat their young? It's not clear, since they still lead with the Symmetrix or Celerra/Symmetrix combination. Even leading with that, NTAP compares favorably against that combination. NTAP needs more deals like Oracle ASP and partnerships like SAP. These hit "right in EMC's kitchen" and might be the beginnings of the sign that the "storage torch" is being passed. Time will tell.

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