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Technology Stocks : Network Appliance
NTAP 109.28-2.0%Nov 26 3:59 PM EST

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To: riposte who wrote (1214)7/19/1999 9:15:00 AM
From: DownSouth  Read Replies (1) of 10934
 
OT
I like that list, Steve. I take exception to BRCM, however, and believe that CNXT may surprise some folks. Also strange in its absence is QCOM--an obvious choice. Why Nokia? Interesting that Jubak put EMC and NTAP on the list together. I don't disagree. Also interesting that he pub NTAP and INKT on the same list.

I infer that he believes that NTAP will dominate NAS, EMC=SAN, INKT=web caching. What's your take?
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