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Technology Stocks : Network Appliance
NTAP 95.83-7.7%1:27 PM EST
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To: chaz who wrote (1283)8/15/1999 4:01:00 PM
From: Len  Read Replies (1) of 10934
 
Chaz,
I cannot speak to the potential that NTAP's software experise would have in creating competitive barriers. I do believe, though, that a very important competitive advantage for EMC is software. There must be an element in both EMC's and NTAP's software that will drive down total cost to the user. Thus, there may be an opportunity to exclude competitors. I suppose though, within the strict definition of the terms, NTAP would remain a King. The GG thread has yet to grant EMC gorilla status so NTAP probably can't be included either.

I like your other picks. I hold only three companies-- EMC, NTAP, and QCOM. If I couls come up with some capital I would jump all over JDSU. In fact, I am thinking of selling some EMC to do just that. Any thoughts??

Len
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