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To: JDN who wrote (10521)6/21/2000 3:14:00 PM
From: GVTucker  Respond to of 17183
 
JDN, I don't have the report, either, I got the info from the Merrill analyst. But the clear implication I have gotten is that from Gilder's perspective, NAS is competitive with SAN and will eventually displace SAN. And NTAP will be the primary beneficiary.

I don't mean to start that whole argument over, I just wanted to make sure my impression of Gilder's perspective was a little clearer than mud.