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Technology Stocks : Network Appliance

NTAP 107.34

+4.0%

3:59 PM EST

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To: jerryriti who wrote (2158)	1/21/2000 11:19:00 AM
From: DownSouth	Read Replies (3) of 10934

You won two very good investments. BOth will treat you well, imo. I am not anti-EMC, btw, just to be clear. I just don't believe that they are in total command of the storage market as others seem to believe. They may give NTAP a run for their money, they may not. The benchmark numbers showing NTAP's performance are published, so I would imagine that EMC will carefully evaluate the strength of their offering before they roll it out. They will face the problem well discussed in "The Innovators' Dilemma". In order for them to compete in the NAS market, they may have to reduce their margin performance. That could cause them to decide to continue their assault on the SAN market, especially as a software provider.

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