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Technology Stocks : Network Appliance

NTAP 110.04

+0.2%

Dec 24 12:59 PM EST

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To: moat who wrote (457)	11/24/1998 5:12:00 AM
From: DownSouth	Read Replies (2) of 10934

> 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? INKT is competitor in cache arena. INTKT's capital growth can be attributed to its portal services as much to its product offerings, IMO. INKT's cache is considered much more complex and is not really the appliance approach. Heavy hardware requirements. (That is about all I know about their product. I will do some digging.) I did not catch that slow growth in NA. Was there any discussion of that in the cc?

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