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Technology Stocks : Network Appliance

NTAP 117.11

-0.6%

9:30 AM EST

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To: tensforme who wrote (1819)	12/11/1999 1:43:00 PM
From: DownSouth	Read Replies (1) of 10934

Charlie, why would NTAP want to buy ASPX. They have no technology that NTAP wants. NTAP already took their best engineering and sales talent and is eating their customer base everytime a customer looks to upgrade their ASPX. (Buying a new NTAP filer is cheaper, faster, simpler). Remember, it was just 2 years ago that ASPX was the ruler of the NAS market. NTAP ate their lunch. Nothing left but a company living off its installed base maint, as far as I can tell.

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