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Technology Stocks : Network Appliance

NTAP 115.66

-2.9%

Dec 12 9:30 AM EST

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To: kas1 who wrote (7651)	4/10/2001 8:53:56 PM
From: riposte	Read Replies (2) of 10934

Streaks... Can't say I noticed that, but I have a difficult time with his comment "...never thought anybody would be concerned about cost of ownership" statement, as NetApp has historically positioned themselves as being a much lower cost alternative to EMC - i.e, companies have ALWAYS been concerned with cost of ownership. Personally, I think he's giving us a warning. I can tell you that, in the big company I work for, we've have no - that is to say ZERO capital (as opposed to lower cost "expense" items) - expenditures on computer equipment in 2001. Nada! The Sun and EMC reps are pulling their hair out. I received a call from our local NetApp dude asking if I knew anyone inside the company that I could put them in touch with (we're not an NetApp shop). Sadly, I couldn't help him. I've been out of all stocks since February 23rd...I couldn't stand the pain anymore. Good luck to all, Steve

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