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

To: SecularBull who wrote (2777)	3/22/2000 8:59:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 10934

LoF, I know that you are a veteran of the Dell/CPQ wars, but the NTAP/EMC war is totally different. We are not dealing with comodities (PCs) here. We are not dealing with "low cost provider". We are watching a classic case of discontinuous innovation where two Kings (or a King and a Gorilla) suddenly find themselves in the cage together, and another old Gorilla (IBM) is trying to tear and old King (EMC) to pieces out of desperation. The comparison to CPQ and Dell escapes me, frankly.