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Technology Stocks : Network Appliance

NTAP 111.90

+1.3%

Dec 19 9:30 AM EST

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To: SecularBull who wrote (2783)	3/22/2000 9:49:00 PM
From: Jean M. Gauthier	Read Replies (1) of 10934

Hiya Guy, I admire both companies, but I think you must think that EMC management is a bunch of clowns to NOT see the competitive threat on the horizon (NAS) I think that you tend to underestimate management here... EMC's strenght is SOFTWARE, not hard drives, as in TimeFinder, PowerPath, SRDF et al.... Does NTAP and NAS have comparable software ? Take care Jean

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