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To: DownSouth who wrote (2058)	1/12/2000 2:58:00 PM
From: dwayanu	Read Replies (3) \| Respond to of 10934

... The same can be said of CSCO as I just said about NTAP. Could CSCO be overcome by a deep pocketed competitor in a couple of years? Don't think CSCO's a fair comparison, it has an immensely wide and deep product line, and it's a little larger than NTAP. I think EMC is a fairer comparison, and we all expect NTAP to kick their butts in a couple of years, right? (sorry, cheap shot <vbg> ) Also, I didn't say "...be overcome...in a couple of years...", it was more like "...theoretically could develop filer equivalents in a couple of years...". 'Overcoming' would require at least a couple years more plus NTAP management asleep at the switch. Not likely to occur. - Dway