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Technology Stocks : Network Appliance

NTAP 111.56

+2.1%

Nov 28 9:30 AM EST

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To: SecularBull who wrote (8012)	4/25/2001 12:57:15 PM
From: tekboy	Read Replies (2) of 10934

A friend just called me all worried, because he had a long conversation with a serious and well-connected techie who was very bullish on storage but down on NTAP. Apparently the guy said that the EMCers are quite confident now that, with all their effort over the last few years on the "NTAP Killer" project, they will be able to hold off the NTAP challenge and ultimately squeeze it off. What EMC is really terrified by, the guy continued, was not NTAP but rather Scale Eight, a private company whose technology was deeply threatening. I realize that the EMC/NTAP wars will continue and partisans of each are unlikely to convince opponents, at least until we all see how things play out over the next few quarters/years. But I'm curious to hear what people think about Scale Eight: s8.com tekboy@nomoregreedleft,justfear.com

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