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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (32892)	6/18/2000 5:48:00 PM
From: rudedog	Read Replies (1) \| Respond to of 64865

Downsouth - you're right, I should have included NTAP in the low cost storage lineup. But they are still a relatively small player despite the big growth and also a relatively easy target - there is nothing about their model that presents any barrier to entry from the big boys. I expected them to get rolled over but so far, poor execution by IBM and CPQ (who seem to want to push SAN over NAS, leaving a window for NTAP) has given them breathing room. SUNW is probably not going to make that mistake.