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Technology Stocks : Network Appliance

NTAP 111.56

+2.1%

Nov 28 9:30 AM EST

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To: tfrugal who wrote (5213)	11/20/2000 8:36:30 PM
From: Boplicity	Read Replies (2) of 10934

RE: <I would think the process of replacing NTAP as the leader in NAS area is well on its way> How do you come to that conclusion? > The key word is think in the above. I'm surmising since I do not have data to support my view, based on the following companies EMC, SUNW, DELL, CPQ, HWP, IBM all having said they want to be players. We have seen evidence in what DELL has done, we are about to see what EMC wants to do. I feel collectively they "the box makers" are a large force standing in NTAPS way in becoming a G. Now GS is going to jump on me for saying that, I can see it from his perspective, only time will tell. Dell's Navy contract is the first large contract that I have seen, the real tell will be what EMC comes out with and how it is accepted. IMHO All of the above is changing the air of invincibility surrounding NTAP. Greg

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