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

To: DownSouth who wrote (4926)	11/12/2000 6:45:56 PM
From: pinhi	Read Replies (1) \| Respond to of 10934

DownSouth, Dell has said they are aggressively going after the storage market with their direct model. I am very long NTAP and would be interested in your thoughts on this matter. TIA, Pinhi

To: DownSouth who wrote (4926)	11/12/2000 10:19:51 PM
From: Puna	Respond to of 10934

Hangin in DS, and thanks for your valuable contributions over the year, Puna

To: DownSouth who wrote (4926)	11/13/2000 3:02:05 PM
From: cfoe	Read Replies (2) \| Respond to of 10934

I went to a conference last week on financing start-ups. The speaker at lunch was a partner at Sequoia Capital - a major VC firm on Sand Hill Road (Palo Alto, CA for those across the country). He said they had two favorite areas for investment these days and one of them was network storage. He said it will be one of the major growth areas over the next few years.