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Technology Stocks : Network Appliance
NTAP 115.78+3.1%Dec 2 3:59 PM EST
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To: jmanvegas who wrote (6210)2/8/2001 12:09:01 AM
From: tinkershaw  Read Replies (1) of 10934
 
We're in 2001, not 2004. Do you have a crystal ball on the growth of NTAP in 2004. You think NAS storage won't be commoditized like everything else. Margins for storage going forward will absolutely shrink into the future.

Same thing said about Cisco's routers and Intel's chips. Could be true with NTAP and with EMC (hmmmmm....no one's seemed to have commodotized their boxes. Just some cheap disks and cpus inside should be a breeze). Hmmmm, well, critics are sometimes right. But then again critics also make for the best investment choices as well including AOL, RMBS and QCOM. Three of the most criticised stocks I have ever known. I wasn't around for AOL but I thank critics for making RMBS and QCOM so profitable for me.

Tinker
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