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

To: DownSouth who wrote (4728)	10/16/2000 9:01:44 AM
From: Mehitabel	Read Replies (1) \| Respond to of 10934

Thanks for the comments, DS. Like a lot of NTAP investors, there's a lot at stake as NTAP has made a bigger and bigger proportion of holdings as time has gone by. I have a lot of confidence in NTAP's vision and ability to execute, and don't really fear competition. The worm of doubt is always there, of course. I was studying VRTS with the idea of taking a small position in it. You are right that NTAP is moving rapidly into next generation and is now end to end. clustering is certainly growing at a white hot pace. VRTS reported their clustering products growing at 150%, and BTW, about SAN their remarks were these: >adoption rate of SAN is accelerating in the US; money is being spent and budgeted in large corporations for it, primarily in homogeneous SAN environmentws >support for SANS will really take off in 2001 Sounds good for BRCD