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Technology Stocks : Network Appliance

NTAP 114.14

-1.3%

3:59 PM EST

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To: pirate_200 who wrote (6934)	3/10/2001 12:11:55 AM
From: pirate_200	Read Replies (1) of 10934

One more thing about that article: it quotes IBM, Hitachi and EMC and all of them were saying they were making in-roads on the competition... so they all compete against each other and they are all winning! Someone's lying... :) IBM did have a good comment that when they lost, it was on price. This is where NTAP will do well against it's competition because they have always been competitively priced for their performance. They typically offer 2 to 3 times the performance at half the price. Also, since it is an appliance and doesn't need IT administrators to hand-hold, it costs less to maintain it. Price, price-performance and lower cost of ownership are really going to help NTAP this year if IT spending continues to get compressed. I don't think the lower cost, lower performing end of the NAS market - DELL, Compaq, etc. - will be much of a threat because an IT manager may want to save some money but they certainly don't want to forgoe performance, since that will jeopardize their own customers or business. My lowly opinion.

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