NTAP should take BRCD under its OSN standard as NAS Converges with SAN, EMC's loss could be NTAPs gain.
These players are going to date each other back and forth, as pricing efficiencies evolve, but the whole sector of STORAGE is a GROWTH sector. We will have many bumps, but stocks like NTAP will weather this storm better than other technology sector stocks, based on STORAGE as a REQUIRED enterprise budget purchase, that is STORAGE is NON-DISCRETIONARY and after 60 to 90 days, data and content servers and merchants and all things "computer" and "internet" and "e-commerce" need to buy additional storage, since they are SIMPLY FULL and OVERFLOWING with customer information. 60-90 days spread out over all these customers in this global growth area, is why NTAP will do well.
I am,
Truly your$,
-Crystal Ball |
