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

To: DownSouth who wrote (4439)	9/20/2000 7:31:07 AM
From: 100cfm	Read Replies (1) \| Respond to of 10934

NTAP has emerged from the NAS tornado as the Gorilla and is now intersecting with the whole storage market tornado for a new round of battles. Jerry to those of us who do follow the GG that is a very interesting statement and I would like to know if you had to make a guess, what would your prediction of the outcome be. 100

To: DownSouth who wrote (4439)	9/20/2000 10:47:27 AM
From: MulhollandDrive	Read Replies (1) \| Respond to of 10934

>>I know that you don't necessarily buy the Gorilla Game paradigm, bp, but it works for me.<< well at least I've RTFM. I think the dellheads believed the BTO was a disruptive innovation, but I agree with you it was not. I still am not sure why EMC cannot utilize their installed base to gain NAS market share, but I don't see them doing so without cannibalizing the SAN sales. That makes NTAP the winner to me from a valuation perspective. It deserves it's higher multiple than EMC.