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Technology Stocks : Network Appliance

NTAP 111.55

+2.4%

Nov 25 3:59 PM EST

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To: Curbstone who wrote (5590)	12/12/2000 10:33:04 PM
From: DownSouth	Read Replies (1) of 10934

Mike, the ORCL announcement that they have selected NTAP for their own storage needs is very significant. Remember that ORCL has alliances with EMC and NTAP for joint marketing, so no allegiance to NTAP is there. This was a decision based on the criteria set by ORCL's own IT folks. ORCL is, arguably, the most web-centric IT infrastructure of any major corporation. They are a total employee self-service company and have consolidated over the last 2 years their data centers world-wide, including their e-mail. They were incredibly aggressive with this internal IT restructuring that resulted in a $1B savings in 1 year, according to LE's propoganda machine. What better reference account could NTAP hope for?

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