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Technology Stocks : Network Appliance
NTAP 110.95-0.5%1:27 PM EST

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To: DownSouth who wrote (1188)7/14/1999 10:42:00 PM
From: megazoo  Read Replies (2) of 10934
 
NTAP and INKT,

I find it difficult to believe that investors are bypassing NTAP for INKT in trying to find the 'infrastructure' play. INKT is a good company, and had a great quarter, almost 20 mil in sales. NTAP's last quarter was more that 90 mil. There is some truth in that INKT's new shopping engines will grow exponentially. But still, INKT's mkt cap is more than 2 bill than NTAP.
NTAP has its own growth areas other than its NAS filers. Web cache is doing quite well.
So what gives? Why is INKT priced that much higher?
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