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


To: DownSouth who wrote (2182)1/25/2000 7:08:00 PM
From: mauser96  Respond to of 10934
 
I think I've been following that on G/K, but the thread growth is geometric, and my memory is arithmetic at best, so I'm really not quite sure what I'm following any more.<<gg>>
I think FC will have a limited useful life span rendered unnecessary by faster ethernet and perhaps this newer IB technology. I added to my NTAP on this recent weakness, but still kept a smaller position in EMC. This over weights me in "storage" but I can't think of anything with a more sure future demand.
Today was a pretty good earnings day, especially SEBL. Tomorrow we get JDSU and EMC.