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Technology Stocks : Network Appliance

NTAP 110.50

-0.4%

Dec 18 3:59 PM EST

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To: Boplicity who wrote (7861)	4/14/2001 6:32:26 PM
From: DownSouth	Read Replies (2) of 10934

OK. I'll grant your point that time is working against NTAP. I'll not give in to your statement that "computer companies and their suppliers work to strengthen their offering, which leads to storage becoming a commodity, where the most efficient manufactures wins. " Storage, per se, is already a commodity. Disk storage subsystems, including complete RAID 5, compete on a cost/MB basis against one another. But, content management/distribution is a value add to the underlying commodity-based hardware platforms. Both EMC and NTAP are setting standards, have varying degrees of IPR on their software and the way it interacts with the hardware. I also wish to temper your contention about time being agaisnt NTAP. It is IT spending that is hurting NTAP. During this time of reduced IT spending, NTAP's relative new account penetration and competitive wins agains EMC and the box makers will remain the same as it was with loose IT spending. Also, the depressed market for IPO's has a dampening effect on new innovator's coming to market against NTAP and EMC. NTAP continues to invest heavily in product development and field sales. Do you understand NTAP's product differentiators?

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