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Technology Stocks : Network Appliance
NTAP 117.53+0.2%Dec 8 3:59 PM EST
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To: Boplicity who wrote (5202)11/20/2000 6:25:23 PM
From: tripperd2  Read Replies (1) of 10934
 
I also am enjoying the discussion. As a long term investor NTAP's recent price swoon doesn't bother me (very much). I am also technologically fairly illiterate despite spending far too much time on SI and other places on the web. I have read The Gorilla Game and Christiansen's book. NTAP thanks to DS's explanations and the above books is, along with QCOM the stock I worry less about than any other. They sell storage that is more reliable and cheaper than their competitors. With a slowdown definitely here I would think their cheaper alternative (NTAP's) would increase their market penetration as companies had to watch capital outlays more carefully.
The only real threat to them is if some company comes into the market with a discontinuous innovation to replace their technology. DS is anything out there at this time?

Regards, Trip
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