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Technology Stocks : Network Appliance
NTAP 115.99+1.1%3:59 PM EST
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To: DownSouth who wrote (3049)4/9/2000 4:27:00 AM
From: Dr. Id  Read Replies (2) of 10934
 
NTAP will continue to appear over-valued in the
years to come, as any owner of discontinuous innovation in a rapidly expanding market tends to enjoy.


Jerry,

Are you anoiting NTAP as a Gorilla? I had thought that the book was still open, and that the main question was whether they had a discontinuous innovation or not. Correct me if I'm wrong (I'm sure that you will!), but I don't remember you stating that they had a discontinuous innovation before.

JB
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