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Politics : Ask Michael Burke

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To: davesd who wrote (268)	8/3/1996 5:05:00 PM
From: Knighty Tin	of 132070

Dave, Chemical Vapor Deposition is like many of the semi products. It has cutting-edge stuff and older stuff. If you are equipping the NEC Dram fab in China, where the whole setup is very low tech, you are still buying the older stuff. I have done some preliminary research on NTAP and it certainly looks like something I would hate. Words like storage device, file service, and network, combined with an other worldly pe ratio, immediately get my radar clicking and my mind thinking, fluff stock. But I will give it a more thorough look when I get more goodies in the mail. They may have something proprietary and no competition. Too bad they're not on Edgar. MB

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