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Technology Stocks : Network Appliance

NTAP 115.78

+3.1%

Dec 2 3:59 PM EST

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To: DownSouth who wrote (3896)	8/7/2000 2:08:52 PM
From: Joseph Ziebarth	Read Replies (2) of 10934

EMC will continue to provide services that change storage on the fly that any company working in real time realizes that the duplication time shown in the benchmarks are invaluable. NTAP will be a seller for companies not using real time applications. Companies that put their catalogs on the web-site will do well to buy into the full provisions of EMC if they do enough business. Companies with 20 million or so contacts on a daily or even weekly basis that can't "get back to you soon" will go EMC. So the NTAP/ EMC argument isn't storage but services. IMOHO thank you.

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