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Technology Stocks : Network Appliance

NTAP 109.72

-1.6%

Nov 13 3:59 PM EST

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To: George Dawson who wrote (1712)	12/6/1999 10:00:00 AM
From: DownSouth	Read Replies (2) of 10934

George, a bit of history--NTAP's founders and its VP of sales came from ASPX. They are doing all of the things right that ASPX did wrong. ASPX was the undisputed leader of NAS when NTAP was formed. NTAP specifically targetted ASPX's customers and took most of them away. ASPX's low price is a fair price and indicative of its future, imo. ASPX does not have the margins, the product line, the growth, the customer base, the software, nor the sales force of the calibre of NTAP. If you want to buy another player in the storage game besides NTAP, buy EMC.

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