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Technology Stocks : Network Appliance

NTAP 114.33

-1.1%

1:33 PM EST

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To: Lynn who wrote (4435)	9/19/2000 10:10:30 PM
From: DownSouth	Read Replies (1) of 10934

It seems to me that EMC percieves that they have a marketing problem. What they have is a technology problem. Listening to their CEO talk recently my impression is that he doesn't quite get it, wrt NTAP. That's my personal opinion, of course, and I still believe EMC is a great investment--a top 5 opportunity overall. (NTAP is a top 3 opportunity with QCOM, JDSU.) (#4 is GMST, on my list.)

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