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

To: DownSouth who wrote (3264)5/15/2000 11:54:00 AM
From: kas1  Read Replies (1) | Respond to of 10934
 
DS,

NTAP is a NAS-only company. For EMC, NAS is only a small product line. What I fear is that EMC may use its other lines to subsidize the NAS line, selling below cost to steal market share. Big companies have always been able to do this to capture markets that are small but strategically important. At best, this may lead to a price war in the NAS space?

Just a not-so-optimistic thought to put on the table. BTW, good to see you back. :-)



To: DownSouth who wrote (3264)5/15/2000 3:51:00 PM
From: John F.  Respond to of 10934
 
Thanks Downsouth.
I plan on getting a copy of "The Innovators Dilemma".


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