Network Appliance Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Network Appliance

NTAP 109.43

-0.2%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Boplicity who wrote (5652)	12/15/2000 3:04:36 PM
From: Winston Chen	Read Replies (2) of 10934

"While both companies, EMC and Sun, are leaders...a slowdown in corporate IT spending can impact both companies' financial performance -- gravity is bound to take over," Neff wrote in a note to clients. I agree with Neff. In a slow down environment, NetApp is in an unique and more competitive position to compete against EMC. The slow down plays into NetApp's strength, because its products are built on the premise that they are simple to install simple to maintain does one thing very well and has price to performance ratio advantage over it's competitors. When the slow down finally recovers, NetApp will be in a stronger position. So I picked up NTAP shares.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next