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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: J Fieb who wrote (28077)	11/14/2000 11:48:24 PM
From: Technocrat	Read Replies (3) \| Respond to of 29386

I had a strong hunch that NTAP would start to feel the pinch. Like I said before the election, NTAP's network attached storage is on a lot of radars to get shot down. I believe this is why the sharper analysts will get a clue with the NTAP rate of revenue growth starting to drop. NTAP has their hands full with Sun (with the Cobalt acquisition) and EMC. Nevertheless, Dell is an opponent that NTAP would rather do without. EMC and Sun want to sell software; Dell wants to push hardware. I know from personal experience that the high-end Dell equipment is second to none. When the 64-bit Intel chips start shipping in volume, then Dell and IBM will loom as the big boys on the block in my opinion. Mikey Dell undoubtedly is looking for a growth sweet spot since the PC market has begun its decline. Note that the first acquisition in the history of Dell was for a private SAN company a while back. This demonstrated their intentions at least. I am very enthused about the quad FC HBA board the Q just announced. OEMs like Dell and Compaq have to be mighty interested assuming good prices. Trivia question to get our minds off the endless election: What did Egan (cofounder of EMC) sell before the company stumbled into the storage biz?