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

To: BI*RI who wrote (3866)	8/2/2000 9:55:55 PM
From: DownSouth	Read Replies (1) \| Respond to of 10934

Marc, I agree with everything you said. Fortunately the storage market is a rapidly expanding market and these two companies are able to dominate their respective niches while we get to watch them fight in the margins. With EMC growing at 30% and NTAP growing at 100%, their parity could be reached relatively soon. Using some risky assumptions, like they continue at these growth rates, they reach parity in less than less than 6 years. But that's a worthless speculation.

To: BI*RI who wrote (3866)	8/2/2000 10:24:52 PM
From: Dr. Id	Read Replies (1) \| Respond to of 10934

I happen to be fond of both companies, but the yipping at EMC here gets to border on cheerleading. David versus Goliath, the Red Sox trying to overcome the Yankees is the American way, but let's just keep the facts straight. I know that you've got them straight, but shots at EMC for statements they never made, well I just can't sit by and watch them pass. Marc, You're not just trying to diplomatically call DownSouth a narrow minded jackass, are you? (If so, it's been done...) :-) He is also damned reassuring when it comes to all of the NAS FUD that's been spread the last few days. Dr.Id@leaveDSalone...hemaybeanarrowmindedjackass,buthe'sOURnarrowmindedjackass.com