Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 155.47

-4.3%

2:04 PM EST

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To: Stitch who wrote (8182)	3/28/2000 9:22:00 PM
From: Z Analyzer	Read Replies (1) of 9256

<<The war is not over, and by all accounts, it is spilling into the upstream space (NAS). Cost and cash (read "war chest") is still the name of the game, and will be especially the case as appliance storage starts to make a dent in the numbers. >> Do you see the NAS plays from ther DD companies making a serious dent in Network Appliance's markets or margins? The sky high valuation is in for a real cratering if that happens. Or is this just another war brewing among the usual suspects? -Z

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