Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Tony Viola who wrote (115297)	6/10/2000 6:10:00 PM
From: tejek	Read Replies (1) of 1571745

To me, the only risk with NAS is that it's very new, as is SAN. Are they in competition, or complementary? Will the big dog EMC be able to go after the NAS market and impair NTAP's growth? I think the storage market is growing so fast that both NAS and SAN will go do extremely well, not have time to look back. I don't own NTAP only because I always thought it was expensive, but so's Cisco. Tony, The general view in the industry is that in the long term, the NAS format will win out. Because of that and EMC's late entry into the game, NTAP has been allowed a very high valuation. However it seems to me that it is overdone. That's why I like the company and its performance but I don't like the stock. ted

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