Network Appliance Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Network Appliance

NTAP 119.14

-0.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Trio who wrote (9311)	10/10/2001 7:02:13 PM
From: pirate_200	Read Replies (1) of 10934

> Did you fwd the link to NTAP investor relations? Do you mean did NTAP not know they lost an 11 terabyte deal? I think they are aware. A comment here registers more than it would sending to investor relations. If you have had success getting a comment out of them, feel free to send that note to them. Two things are important take-aways: 1. NTAP needs to work at squashing new competition as much as old. The BlueArcs of the world should be squashed like bugs once they rear their ugly heads. 2. If NTAP says they don't see any meaningful competition from BlueArc on the next conference call, I would hope someone would mention this 11 terabyte deal - it ain't peanuts. Why wasn't it won? NTAP has a superior solution but they need to be very aggressive with destroying competition before they gain any momentum - they need to be extremely paranoid.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next