Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: mauser96 who wrote (2154)	1/21/2000 9:28:00 AM
From: jerryriti	Read Replies (1) \| Respond to of 10934

It seems clear that with expanding bandwidth, storage is a must buy/hold for the next few years(3-10). The more I read about this area, the more convinced I become that NTAP & EMC are at this time the definitive players in this field and all others are footnotes. Starting to feel that I must be missing something when I become so confident! Anyone see any threats to EMC and NTAP dominating their respective markets. I do perceive EMC as not yielding the NAS market gracefully, but am I missing something in my perception that these two companies are so far ahead of the rest in the San and Nas areas, respectively! Not adverse to consolidation of my positions, but equally comfortable with hedging when appropriate.