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Technology Stocks : Network Appliance
NTAP 113.97-1.5%12:18 PM EST
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To: DownSouth who wrote (1505)10/25/1999 1:18:00 PM
From: HDC  Read Replies (1) of 10934
 
DownSouth Hi! I was intrigued by the response on the EMC cc when asked by analyst Phil Rupel about NAS products and competition from Network Appliance. Mike Ruettgers passed the question over to his guy in charge of this area which is not unusual. This indicates to me that this is not one of the primary issues on Mr. Ruettgers' personal radar screen. In addition, the comments made that a DG product wouldn't be available until next year confirms what we heard from NTAP management last month that a DG product was 12-18 months away. You recall from the cc that EMC's plan is to continue to use Celerra for the "high end" and a DG product for the markets below "high end".

Any thoughts?

Best,

Duncan
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