Well my house "ain't" no Bill Gates mansion either, although I do have a copy of Leonardo Da Vinci's works in my library, which I cna read and abuse, unlike the original Codex Gate's has. It is not a question of price, its location, but in the case analogy at hand, its all things being equal, corporate purchasing departments coming out of this 2nd Greenspan induced REcession will go with MORE BANG FOR THEIR BUCK all things bein equal, NTAP has a Total Cost of Ownership TCO at 65% the cost of EMC, so to me that means the smart and LEAN AND MEAN money will buy NTAP products and services, NTAP's earnings growth and marketshare and customer loyalty for future sales and thus earnings expectations for future EPS GROWTH should also increase, much more so than EMC which is going to be duking it out with SUNW and IBM for the same overpriced SAN marketspace, which will decline as NTAP's NAS marketspace under OSN initiative's CONVERGENCE replaces and supercedes the marketspace and marketshares now occupied by the SAN aging crowd.
I am,
Truly your$,
-Crystal Ball |
