SI
SI
discoversearch

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


To: DownSouth who wrote (3305)5/17/2000 1:17:00 PM
From: Chris O'Connor  Read Replies (1) | Respond to of 10934
 
If there is a better board on SI than this board, please let me know. Thanks to DS and all the others for the education and insights you provide. I wish debates on other boards could be as intelligent and civil as they are on this board. I only wish I could contribute more to the discussion. Once again, thanks.

PS Can I ask you to invest in a few other companies I own such as JDSU, NT or GLW. Those boards need to have the quality of information posted that you guys have been providing here. Just thought I'd ask



To: DownSouth who wrote (3305)5/17/2000 2:27:00 PM
From: Bill Fischofer  Read Replies (1) | Respond to of 10934
 
Thanks for the correction

I agree there is much to learn in this sort of dialog and I'm glad to hear that NTAP is embracing the storage-centric worldview.

NTAP is obviously the leader in the "storage edge" market just as EMC is the leader in the "storage core" market. I'm curious as to how you view other companies such as MTIC and ASPX. Are they on the same page or just also-rans in this segment?

Your point about incidental EMC vs. NTAP competition is a good one. However, while SUNW, HWP, and IBM have gotten very vocal about EMC of late (for good cause) I haven't seen their CEOs make similar noises about NTAP yet. Do they not see the competition or perhaps is NTAP still operating below their radar?