Network Appliance Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Network Appliance

NTAP 115.66

-2.9%

Dec 12 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DownSouth who wrote (2960)	4/3/2000 4:23:00 PM
From: kas1	Read Replies (1) of 10934

DS, One thing hitting us today was the EMC - Cisco - Oracle alliance. biz.yahoo.com Any analysis on what this means for NTAP? I know that it does not hurt the technological superiority of NTAP products, but it scares me a bit that NTAP wasn't able to cut this deal, especially with the existing deal it has with Oracle, and its management overlap with Cisco. That should have been an NTAP - Oracle - Cisco deal. I am worried not about NTAP's technological acumen at this point, but their business acumen. (Which, as Cisco and Microsoft have shown us, is the more important of the two!) Thoughts from DS or others?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next