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Technology Stocks : Network Appliance

NTAP 106.81

-2.4%

3:59 PM EST

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To: BI*RI who wrote (725)	3/5/1999 5:35:00 PM
From: stockman_scott	Read Replies (1) of 10934

Not a bad day for DELL or NTAP..... I feel that in the future DELL will market a wide range of storage products. The NTAP offerings will complement what IBM can provide DELL. Just wait until DELL turns up its marketing machine. In the new BusinessWeek DELL's CFO is quoted as saying ..."we are going after EMC.." I like that fighting spirit. DELL is a VERY tough competitor with a unique virtual integration business model. IMO, in the next few years their strong growth in the storage market will have a VERY positive impact on a strategic supplier like NTAP. Have a great weekend. Regards, Scott

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