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Technology Stocks : Network Appliance
NTAP 110.50-0.4%Dec 18 3:59 PM EST
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To: DownSouth who wrote (7859)4/14/2001 10:48:39 AM
From: Boplicity  Read Replies (2) of 10934
 
I'll repeated my original statement it in different words. Time is working against the established pure play storage companies, especially NTAP with is smaller installed base, that's what I meant about the "foot in the door" comment. Time is working against them as the computer companies and their suppliers work to strengthen their offering, which leads to storage becoming a commodity, where the most efficient manufactures wins. Of course you disagree with that commodity statement, which is the meat of the argument. I see time as the enemy now for NTAP. They could lose momentum since NTAP is being attacked on many fronts.

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