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Technology Stocks : Network Appliance

NTAP 117.26

+1.1%

Dec 5 9:30 AM EST

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To: Miguel Octavio who started this subject	10/29/2001 11:51:14 AM
From: dstange	Read Replies (2) of 10934

Is storage becoming a commodity? EMC unveils software to run on any machines like VRTS. EMC and IBM lose market share to Hitachi. Margins for storage company are shrinking as competition becomes fierce. Is there any reason to believe that a storage company like NTAP can dominate storage or are we in an endless price war against multiple competitors. If the latter is true, why own any storage company stocks?

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