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Technology Stocks : Network Appliance

NTAP 107.03

+1.6%

10:44 AM EST

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To: Tidbits who wrote (10275)	10/17/2002 6:09:26 AM
From: DownSouth	Read Replies (2) of 10934

Tidbits, sorry I let yur post twist in the wind for over a month. CUF pointed out the error of your margin analysis. Now let me simply say that Nearstore is in no way the low end of NAS. It is a specialized solution for storage of backup files that are most likely to be accessed in the near term. Recent announcements are plain enough that NTAP is going after the mid-size and larger storage market with its new NAS/SAN capabilities. As for EMC, they are still the one to beat on the raised floor, and I can tell you from experience that they are a vicious competitor --not with price or functionality, but less attractive sales strategies. (Last word on that.) DS

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