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Technology Stocks : Wind River going up, up, up!
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To: lkj who wrote (8555)11/25/2000 10:22:56 AM
From: Peter Church  Read Replies (1) of 10309
 
>>>How does IxWorks impact EMC's products?>>>

I asked myself the same question, especially watching NTAP's long slide down the chute this month. Was the market telling the company that it's game is ending? Of course, the stock was priced beyond perfection and the NSDAQ went looking for blood. That was not intrinsic to the company. Still, I find it hard to reconcile that no one I read has mentioned the I2O threat to the established NAS companies. What do you think?

Maybe from this perspective, NTAP and EMC are obvious shorts.

quote.yahoo.com
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