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To: Gregory who wrote (13742)4/15/2000 5:12:00 PM
From: R.V.M.  Respond to of 35685
 
Re NTAP:

Gilder says that in 2-3 years, something like 90% of storage will have shifted from the SAN model of EMC to the NAS system, of which NTAP (which has great earnings) is at least considered a king. I would be uncomfortable betting against Gilder long-term. My entire IRA is in NTAP at the moment (underwater), and I feel fine about it.

RVM