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Technology Stocks : Network Appliance

NTAP 115.78

+3.1%

Dec 2 3:59 PM EST

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To: Beltropolis Boy who wrote (782)	3/26/1999 11:46:00 PM
From: DownSouth	Read Replies (2) of 10934

It appears the new share offering had a minimal, but apparent effect on NTAP the last few days. But fear not... NTAP finished its quarter today and word is they did just fine. Also, it seems that NTAP has EMC in its sights. They boys and girls at NTAP understand the EMC technology and are able to beat them soundly in competitive situations. NTAP's technology is far advanced, compared to EMC, and about half the price. NTAP clobbered Auspex and now they are out to get EMC. Don't underestimate them. It will take some time and good execution, but NTAP will not wait for EMC to come after them. NTAP is taking the offensive.

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