SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.94+1.1%Nov 28 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jeff G. who wrote (27569)8/15/1999 2:59:00 PM
From: DownSouth  Read Replies (1) of 77400
 
Jeff, look and EMC and NTAP. Particularly NTAP, imo. (NTAP and CSCO have a significant about of cross-polination, btw. CFO of CSCO is on board. Don Valentine, ex-Chm of Board of CSCO is Chm of NTAP. CEO of NTAP hand picked by Don V.)

NTAP has 40%+ marketshare of Network Attached Storage (NAS) market, growing 70%+/year. Earnings report due Tuesday after close.

EMC has 40%+ share of SAN market, growing 30%+/yr. Just bought DGN.

Much more to tell you, but do your due diligence. Good NTAP and EMC threads here.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext