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Technology Stocks : Network Appliance
NTAP 111.56+2.1%Nov 28 9:30 AM EST
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To: Uncle Frank who wrote (6613)2/12/2001 5:20:32 PM
From: SecularBull  Read Replies (2) of 10934
 
It seems to me that the attractive pricing could insulate NTAP from an economic slowdown at the expense of EMC. In other words, EMC's expensive alternatives may get the thumbs-down from IT execs in favor of NTAP's NAS products.

I know that this is an elementary point, but I do find it interesting and ironic that a recession may be better for NTAP since it forces companies to go for efficiency (see NTAP) over the gold-plated EMC products.

Regards to all,

LoF

PS, I think that the talk of a recession is overblown. We're in industrial manufacturing, and the pace of business has become brisk since early/mid-January.
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