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Technology Stocks : Network Appliance

NTAP 109.28

-2.0%

3:59 PM EST

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To: DownSouth who wrote (1286)	8/16/1999 7:48:00 PM
From: chaz	Read Replies (1) of 10934

DS: Thanks for jumping in...once you get a bit acquainted with the people on the boards, they (we) become an incredible resource to/for one another. So, a sincere thanks. I do think we're now on the same page re: NTAP royalty status, and yes, EMC is royalty as well. It's a little off topic, but some have observed that EMC+DG is (could become) a threat to NTAP. But I wonder...Compaq + Digital certainly hasn't harmed anyone, unless you include Compaq. DG was struggling to begin with. It might have been a quick way to hire more engineering talent and not much more. IMO, it'll be a while, 12-18 months before any impact on NTAP is felt. Also OT: You observe QCOM will be a home run in two years. Does that mean four bases only, or something better? If only four, there may be better alternatives than the Q.

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