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Technology Stocks : Network Appliance
NTAP 103.25-2.8%Nov 20 3:59 PM EST

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To: DownSouth who wrote (2157)1/21/2000 9:50:00 AM
From: jerryriti  Read Replies (1) of 10934
 
>Of course, you realize, that that market is not theirs to
"yield".<

Much thanks for your prompt and cogent reply. While I recognized that EMC was well behind NTAP in the NAS market, I assumed that they will prove a fierce competitor. From your response and obvious familiarity with this field, I now realize, I may have been given too much credit to what EMC could accomplish as a competitor to NTAP. I currently hold NTAP:EMC in a 2:1 dollar ratio but am not adverse to changing that balance. Again, much thanks for the points that you have made.
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