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Technology Stocks : Network Appliance

NTAP 109.28

-2.0%

Nov 26 3:59 PM EST

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To: Hal Barnett who wrote (874)	4/19/1999 11:04:00 AM
From: DownSouth	Read Replies (1) of 10934

I agree with you, however Media General groups these companies together in one broad sector. As smart investors in high tech, we must be able to discriminate within these broad, almost meaningless categories. Seagate et al manufactures an item that is a commodity (disk drives). EMC and NTAP sell an item that is a high margin specialized product (SAN and NAS storage systems) composed of many commodity components and proprietary software. The health of NTAP is in no way related to the health of Seagate.

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