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Technology Stocks : Network Appliance

NTAP 117.27

+1.1%

12:02 PM EST

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To: kas1 who wrote (7399)	4/2/2001 9:55:25 PM
From: DownSouth	Read Replies (3) of 10934

This seems to be an admission of technological inferiority, and perhaps a signal that the established players would be interested in buying them out (i.e., providing them with a support and sales organization). I think it wise for NTAP and EMC to layoff the technology argument. The fact that BlueArc has no support staff, proven track record is all that is relevant right now. The objective they are taking is to prevent sales into their market. BlueArc's objective is to hype and IPO. Simple messages to NTAP's customers are more effective at this point. BlueArc can't argue with these simple truths. The technology battle can begin later, especially after DAFS/VI is deliverable.

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