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Technology Stocks : Network Appliance

NTAP 110.51

+0.4%

Dec 26 9:30 AM EST

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To: DownSouth who wrote (486)	12/17/1998 6:04:00 PM
From: kas1	Read Replies (1) of 10934

Anyone know why the run-up today? Suppose I should stop watching the day-to-day price action cause the long-term trend is up. I'm slightly disappointed by the run-up cause I'll have to pay more when stuffing my IRA with NTAP in January. This seems like a great way to play the e-commerce stuff. I don't know how good Amazon and the others are at making money, but I know they can sure generate a lot of traffic; and that's what NTAP needs. As the Web becomes more of a commercial shopping mall (which in itself is sorta sad), the network connections will become more asymmetrical, with users basically at dumb PC terminals getting stuff from big fileservers (just like watching television). I think on the server side, processing speed won't matter as much as fast/cheap/bulletproof data storage, and NTAP fits the bill.

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