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Technology Stocks : Network Appliance

NTAP 110.04

+0.2%

Dec 24 12:59 PM EST

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To: DownSouth who wrote (455)	11/19/1998 1:44:00 PM
From: moat	Read Replies (1) of 10934

Thank you for the history. A follow-up question: Are there any business relationships between NTAP and INKT? INKT sells a cache box using OEM CPUs. Is INKT a partner or a competitor, or both? How's INKT's cache box compared to NTAP's? What are end-users saying? (everyone knows that INKT is doing great, hence the concern). Another concern: in the Q that was just reported international revenue growth were strong but north America revenue growth was flat Q/Q at +1%. Are things slowing down for NTAP in north America? If so, why? (top line grew 70% Y/Y, but NA was up only 1% Q/Q?)

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