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Technology Stocks : Network Appliance
NTAP 115.99+1.1%3:59 PM EST
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To: John Madarasz who wrote (7236)3/22/2001 12:30:43 AM
From: DownSouth  Read Replies (2) of 10934
 
John, I don't think those numbers are published anywhere. NTAP has a very diverse customer base, even at the top of the pyramid. It includes F1000 companies, gorillas and kings in the high tech arena, the biggest ISPs, and many branches of the Federal Government. And I mean customers that spend several million each year after year.

Not to say that any one of these sectors will not have IT budget crunches, but NTAP's product positioning and a constant stream of upgrade and support revenues will remain in place. NTAP will survive this situation, imo, and come out the other end even better positioned to compete.
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