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Technology Stocks : Network Appliance
NTAP 117.26+1.1%Dec 5 9:30 AM EST
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To: Uncle Frank who wrote (9811)1/11/2002 2:42:48 PM
From: Murrey Walker  Read Replies (1) of 10934
 
I'd be interested in which other network storage companies you'd consider as candidates.

EMCs spinoff McData comes to mind. It too, has done well over the past few months. Combined with what Jerry (Downsouth) extols for nas, and my preference of NTAP over EMC, I guess you could say that I'm partial to nas suppliers.

All said, I do own EMC as part of the whole basket approach in this sector - as I own SEBL and ORCL (no SAP) for similar reasons. SEBL is a big preference over ORCL, by the way.
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