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Technology Stocks : Network Appliance
NTAP 112.28+0.6%Dec 1 3:59 PM EST
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To: SecularBull who wrote (6994)3/14/2001 4:49:23 PM
From: DownSouth  Read Replies (2) of 10934
 
NTAP will steal away market share from SAN (even in the face of a potential storage spending slowdown). In this environment, there's no reason that NTAP cannot continue to grow consistent with guidance.

I agree. It will be a quarter or two before this fact, if it becomes one, becomes evident. EMC's slowdown will be translated as a storage industry slowdown until the anomalies of NTAP's continued growth reveal a move to the more cost effective NTAP products.
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