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Technology Stocks : Network Appliance

NTAP 110.74

-1.5%

1:40 PM EST

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To: Sam who wrote (934)	5/11/1999 10:36:00 AM
From: Beltropolis Boy	Read Replies (2) of 10934

>How does this affect NTAP, if at all? quantum.com; sam. for one, it tells me that michael brown & co. see how lucrative this bidnez is. i believe QNTM's NAS initiative was first announced back in march when they said they would list the hard disk drive and storage systems businesses as separate tracking stocks. as i posted here a couple months ago, the way i read it, QNTM is looking at the niche between their cheap tape drives and more expensive storage platters. apparently, some of their customers have been asking for such a medium for some time. who knows how successful they'll be, but it's a good strategic move and acquisition considering the hits the HDD industry has taken. as you're probably aware, they've faced significant competition from IBM on the high end, while maxtor (and seagate, of course) have increased their share at the PC level. personally, my money's (literally) on NTAP. -chris.

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