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


To: DownSouth who wrote (2060)1/13/2000 7:43:00 PM
From: Len  Read Replies (1) | Respond to of 10934
 
DS,
I understand that even while EMC's revenues grow at 30+% annually they are selling fewer units. My take is that they are rapidly evolving into a software company. I would not write off EMC as a competitor to NTAP as they move into the NAS world-- especially if the key is software.

Regards,

Len