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Technology Stocks : Network Appliance

NTAP 117.26

+1.1%

Dec 5 9:30 AM EST

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To: DownSouth who wrote (3305)	5/17/2000 2:27:00 PM
From: Bill Fischofer	Read Replies (1) of 10934

Thanks for the correction I agree there is much to learn in this sort of dialog and I'm glad to hear that NTAP is embracing the storage-centric worldview. NTAP is obviously the leader in the "storage edge" market just as EMC is the leader in the "storage core" market. I'm curious as to how you view other companies such as MTIC and ASPX. Are they on the same page or just also-rans in this segment? Your point about incidental EMC vs. NTAP competition is a good one. However, while SUNW, HWP, and IBM have gotten very vocal about EMC of late (for good cause) I haven't seen their CEOs make similar noises about NTAP yet. Do they not see the competition or perhaps is NTAP still operating below their radar?

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