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Technology Stocks : Network Appliance

NTAP 111.56

+2.1%

Nov 28 9:30 AM EST

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To: Stefano who wrote (5519)	12/2/2000 3:35:56 PM
From: Cooters	Read Replies (2) of 10934

Stefano, I'm not sure if EMC's numbers represent higher selling prices, or in fact are even accurate. I seem to remember NTAP disputing those market share figures(EMC's, not IDC's) fairly recently. I haven't been able to get a reading on whether EMC's show this coming week is already priced into NTAP or not. I suspect it is. IMHO, evidence of the effectiveness of EMC's new strategy will be our next clue. I would think customers will be put off by EMC offering an architecture they have been bashing wholeheartedly in their head-to-head competition with NTAP. BWTFDIK. Cooters

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