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Technology Stocks : Network Appliance

NTAP 115.22

-0.5%

12:44 PM EST

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To: SecularBull who wrote (7329)	3/28/2001 3:18:45 PM
From: Uncle Frank	Read Replies (3) of 10934

>> I like the fact that EMC is cannibalizing its own product line. It's like Compaq selling direct. That's a great comparison, SB. I was at a party with a sales manager for a small storage company the other day, and he regaled me with anecdotal evidence of emc's failures and ntap's wins. He also shared some market research data that pointed to continued upsides for the storage sector, and was adamant that ntap as the best in class was the best prospect to capitalize from it. The business doesn't appear to be busted, just the stock. uf

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