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Technology Stocks : Network Appliance
NTAP 111.56+2.1%Nov 28 12:59 PM EST
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To: BI*RI who wrote (3866)8/2/2000 9:55:55 PM
From: DownSouth  Read Replies (1) of 10934
 
Marc, I agree with everything you said.

Fortunately the storage market is a rapidly expanding market and these two companies are able to dominate their respective niches while we get to watch them fight in the margins.

With EMC growing at 30% and NTAP growing at 100%, their parity could be reached relatively soon. Using some risky assumptions, like they continue at these growth rates, they reach parity in less than less than 6 years. But that's a worthless speculation.
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