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Technology Stocks : Network Appliance

NTAP 101.49

+1.9%

9:41 AM EST

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To: dwayanu who wrote (2056)	1/12/2000 2:32:00 PM
From: Winston Chen	Read Replies (1) of 10934

This is where the management comes into play. NTAP's management was hand picked by Mr. V to thoroughly and completely dominate the NAS sector from day one. The mission statement of this company is to carve out a sector (like Cisco) and OWN IT. The determination of this company is just incredible. Your descriptions of a big company with a lot of money jumping in is quite possible, but it will take huge resources to compete with NTAP. And I might add, that the competition will drain a lot of brain power and a large amount of money, it is entirely possible, it could take the focus away from the core business(es) of this big company.

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