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Technology Stocks : Network Appliance
NTAP 115.66-2.9%Dec 12 9:30 AM EST
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To: Allegoria who wrote (3537)6/19/2000 10:15:00 AM
From: DownSouth  Read Replies (3) of 10934
 
Sorry that I misunderstood. I believe you ask a very good question. However, NTAP's growth is being fueled more and more by existing customers expanding their storage width.

I wish I could quantify, but I can't.

Also, if startups are having to watch their pennys closer, they may see that buying NTAP rather than SUN direct attached storage is cheaper with a lower total cost of ownership. This could be good or neutral for NTAP. (Startups can't just stop buying the capacity that they need.)
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