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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (49675)	8/22/2000 10:00:19 AM
From: Logain Ablar	Respond to of 63513

I'm not buying exds, I think its too high. I was only thinking a sun partnership would be a negative for ntap, but come to think of it I don't even know if sun has a competing product! Kevin Landis mentioned GBIX & GENU in the same space as EXDS. Also SUNW rolled out their storage initiative mid June of this year. I believe this is their 3rd effort in the area to try and compete with EMC, IBM, NTAP in storage area. 3rd time should be the charm. I think by 4th quarter of this year, 1st quarter next, you should see the SUNW efforts bearing fruit. Tim