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Technology Stocks : Network Appliance

NTAP 117.21

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3:33 PM EST

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To: Shaw who wrote (6700)	2/16/2001 4:17:27 PM
From: kas1	Read Replies (2) of 10934

meta group expects its clients demand for storage to increase 75 to 125% this year keep in mind that this is probably measured in bytes. ntap's per-byte asp keeps dropping, as is always the case in the storage industry. while i think ntap's prospects are very bright, i don't think that can be deduced just from the fact that storage needs are increasing. (similarly, it's undeniable that needs for disk drives are increasing -- but you'd be crazy to invest in something like seagate) i think the key to ntap's success will be, as ds outlined, the need for end to end, software-rich solutions, not just raw bytes of storage.

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