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

To: DownSouth who wrote (1788)	12/7/1999 5:12:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 10934

DS - RE: "Oh, yeah. ASPs are going up. Because cluster configurations allow muti unit sales for a single clustered system. NTAP has more software content to add to sale price. Storage capacities are going up, meaning more disk subsystem content. Old customers are adding more and bigger units, now that they are comfortable with the technology and the company." Thanks for your continued efforts to educate us! "Cirruslvr, where on SI did we meet. Was it CPQ?" Probably AMD or INTC. "I see you are heavy into AMD. I hope that does not portend your ability to find Gorillas and Kings <g>" Yeah, AMD and NTAP are practically on completely different sides of the earth. ;) I bought NTAP because it was NOT like AMD. I was thinking of getting rid of my AMD a few weeks ago and probably getting NTAP because AMD has been a dumb stock for such a long time, but the next few months actually look good. Of course, I would prefer to just buy and hold, but I'm gonna wait this one out one last time.