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Technology Stocks : Network Appliance
NTAP 109.72-1.6%3:59 PM EST

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To: Dr. Id who wrote (1711)12/4/1999 12:31:00 PM
From: George Dawson  Read Replies (2) of 10934
 
Why not ASPX? They seem to be a better buy at this point. If the NAS market really takes off, why wouldn't they benefit as well? How do NTAP shareholders see ASPX as potential competition?

I am asking this because I am interested in opinions on the competitiveness of NTAP versus ASPX. NTAP clearly has better performance from a stock price standpoint. The products seem comparable. The only opinion I have so far is that NTAP software may be more sophisticated. What else am I missing?

George D.
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