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

To: DownSouth who wrote (1721)	12/6/1999 8:49:00 PM
From: mthomas	Read Replies (1) \| Respond to of 10934

>What NAS vendors must do is provide the storage capacities and >management software to complete the picture. Do you think NTAP knows >this? I have a feeling the talent most capable of delivering these products are aligned with NTAP. I also feel EMC will be competing ferociously for the technological//software expertise to deliver into this area. I also feel the bite is on Fibre Channel to justify its existence in the face of 10 G Ethernet. I saw a blurb that FC will be making 24 Gigabits possibly by the year 2004.......hey, with 10 G Ethernet today, what will Ethernet be by 2004? My point? We will see the outward reach of the pricing of FC equities slow down, and NAS plays start to get cheered on, with EMC trying to make use of its current products to reach into another market......the NAS market.....which is dominated by another player, NTAP.......and this looks like a great time to do thorough DD, ongoing DD for the enabling technology, and to stay very alert if one owns any FC equities. Remember these are just opinions from my observations over the past year, and I do not own any FC stocks, they have not been adequately established for my conservative needs. I did take positions into NTAP recently, after getting out of EMC 6 months past. Martin Thomas