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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?


To: riposte who wrote (1214)7/19/1999 9:15:00 AM
From: DownSouth  Read Replies (1) | Respond to of 10934
 
OT
I like that list, Steve. I take exception to BRCM, however, and believe that CNXT may surprise some folks. Also strange in its absence is QCOM--an obvious choice. Why Nokia? Interesting that Jubak put EMC and NTAP on the list together. I don't disagree. Also interesting that he pub NTAP and INKT on the same list.

I infer that he believes that NTAP will dominate NAS, EMC=SAN, INKT=web caching. What's your take?



To: riposte who wrote (1214)7/21/1999 11:41:00 PM
From: American Spirit  Respond to of 10934
 
Jubak picks: don't forget WIND, a real bargain now IMHO.