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

To: Dr. Id who wrote (1711)	12/4/1999 12:31:00 PM
From: George Dawson	Read Replies (2) \| Respond to of 10934

Why not ASPX? They seem to be a better buy at this point. If the NAS market really takes off, why wouldn't they benefit as well? How do NTAP shareholders see ASPX as potential competition? I am asking this because I am interested in opinions on the competitiveness of NTAP versus ASPX. NTAP clearly has better performance from a stock price standpoint. The products seem comparable. The only opinion I have so far is that NTAP software may be more sophisticated. What else am I missing? George D.

To: Dr. Id who wrote (1711)	12/4/1999 1:19:00 PM
From: mauser96	Read Replies (1) \| Respond to of 10934

I will probably will split between EMC and NTAP. I see a collision coming between these two but probably both will be winners. The whole storage area is so vast and growing so fast that development of a gorilla seems unlikely. It will probably end up like LU,NT,CSCO as teleco suppliers, several co kings or powerful princes, each very profitable but simply unable to provide answers for everyone. At the moment EMC is the King, and shouldn't be underestimated.