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Technology Stocks : Network Appliance
NTAP 111.56+2.1%Nov 28 9:30 AM EST

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To: DownSouth who wrote (1138)6/24/1999 4:58:00 PM
From: Len  Read Replies (2) of 10934
 
EMC/NTAP
I learned yesterday that EMC is aggressively moving into the NAS world. Supposedly, their sales in Q1 were disappointing but that Q2 will be double and they are expecting a double again in Q3. Evidently, management has made NAS sales a requirement for employment of sales people.

The EMC-NTAP confrontation may be coming sooner than many expected. The good news may be that the market is recognizing that NAS is the future.

Wopuld like to hear other opinions or input.

Len
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