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.

Strategies & Market Trends : Options -- Ignore unavailable to you. Want to Upgrade?

To: Poet who wrote (6993)	4/27/2000 3:33:00 PM
From: mtnlady	Respond to of 8096

Tom NTAP has had quite a few good 'debates' on the G&K thread. Look for DownSouth's posts on the matter. He makes some convincing arguments for NTAP's caching and other software unique to their product allowing them to move into the gorilla game. At this point though I would agree with Poet - king of their domain (NAS). I have followed them because NAS is huge and growing very quickly. NTAP owns this market (for now). And I like their software component(s) to their product. They are also very early in their tornado curve so lots of growth ahead of them. I've only owned them for 1/2 a year or so and already have received 2 stock splits. They remind me of Siebel a year or so ago.