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Technology Stocks : Network Appliance

NTAP 101.57

+2.0%

9:52 AM EST

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To: dwayanu who wrote (2056)	1/12/2000 2:45:00 PM
From: DownSouth	Read Replies (1) of 10934

Copying NTAP's hardware architecture is a piece of cake. Its all off-the-shelf stuff. The stripping of the mother board simply reduces points of failure, reduces mfg costs, and creates a high margin item. NVRAM is even simpler. NTAP is a software company. Features of its software are patented. Creating software that performs as well as NTAP's would require improved concepts of storage, retrieval, recovery, clustering, etc. And these concepts would have to be bullet proof from patent infringment claims. The same can be said of CSCO as I just said about NTAP. Could CSCO be overcome by a deep pocketed competitor in a couple of years?

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