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Technology Stocks : Network Appliance

NTAP 106.38

-0.4%

3:59 PM EST

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To: stockman_scott who wrote (723)	3/4/1999 12:30:00 PM
From: BI*RI	Read Replies (3) of 10934

Stockman, As a recent investor in DELL, I appreciate the insight that you have in the company, and would be interested in what you think of today's deal with IBM. More on topic to this thread however; this is my first visit here as I am looking at NTAP due to it's growth in the storage sector. As I already have some EMC, I am interested in NTAP due to it's products in the small to mid size storage market. In following EMC, I keep seeing NTAP receiving frequent attention, favorably so in this sector. Obviously, one of the positives for NTAP is its OEM agreement with DELL. Today's IBM/DELL announcement of $1.6 million in equipment purchases from IBM by DELL specifically mentions storage as one of the areas the agreement covers. I wonder how this might effect NTAP long term.

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