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Technology Stocks : Network Appliance

NTAP 112.94

-0.7%

Nov 7 9:30 AM EST

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To: DownSouth who wrote (4490)	9/20/2000 5:27:42 PM
From: MulhollandDrive	Read Replies (1) of 10934

You said that EMC may be able to show greater NAS revenue than NTAP. I'm simply speculating that if this does in fact occur, I'm not certain the market would be willing to reward NTAP with it's higher multiple. I also said that I believe for EMC to develop their NAS customer base it will inevitably cannibalize their SAN sales. If EMC ever releases news of greater than NTAP (the leader) in NAS, I do not see that as a good thing for NTAP stock. What am I missing here?

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