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Technology Stocks : Network Appliance
NTAP 109.28-2.0%Nov 26 3:59 PM EST
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To: Boplicity who wrote (5189)11/20/2000 4:49:32 PM
From: Uncle Frank  Read Replies (2) of 10934
 
>> If you were to rate CSCO and NTAP as potential to be knock off the G pedestal, who would rate the highest as most likely?

Cisco is firmly on the G pedestal. The only thing that can knock it off, based on GG theory, is another discontinuous innovation. Some contend that the all optical network represents such a threat, but that will not occur until someone figures out a way to introduce an optical router, which some say violates the laws of physics.

NetApp is posited to be a Gorilla, but at this point remains a candidate for that title. The risk is therefore higher, but arguably, so is the reward.

uf
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