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Technology Stocks : Network Appliance
NTAP 109.28-2.0%Nov 26 3:59 PM EST
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To: DownSouth who wrote (5179)11/20/2000 9:26:45 AM
From: Boplicity  Read Replies (3) of 10934
 
Thanks.

I would like to hear you comment on DELL win of the Navy contract, with the following mind. Why will be so hard for the likes of SUNW, IBM, CPQ, EMC and DELL to eat away and collectively replace NTAP as the NAS leader? Think pie chart. If I'm not mistaken, correct me if I'm wrong, DELL and NTAP have gone their separate ways. Given DELL massive win, I would think the process of replacing NTAP has the leader in NAS area is well on it's way. Now if DELL is wrapping DELL skin around a NTAP filers for the Navy contract why wasn't this mentioned?

Thanks,

Greg
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