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

To: im a survivor who wrote (5199)	11/20/2000 5:17:33 PM
From: Boplicity	Respond to of 10934

Please skip this post if you hate TA or what ever comes out my tapping away. <gg> I think averaging down, once you have loss is throwing good money after bad, and is sure path to poor house in a market like this. I have mention elsewhere that QCOM actions should serve as a lesson on how to play a market like we are in now. What I mean about that is a bases will need to form before NTAP and many others before it will be time to move into them. You cannot use the spring as an example. In the spring we still had tons of promise left in the market. Now we are trading on reality or a confirmed slow down. I really believe the market at large is going below 2800 with CSCO and others still having out size valuations. There are so many players that still have profits that are on pins and needles worrying about those profits slipping away. I'm not talking about us small fry, I mean funds. In the mean time, I'm shoring up my knowledge base on select sectors and keeping eye on the horizon for what might be. You might wonder why I'm spending my time here on this thread. No it's not because I like to cause havoc, it's because I feel what NTAP is up to and storage in general, fits right into my thinking about peer to peer severless computing environment, thin clients ala handhelds and coming wireless net access explosion, not to mention what we have now, all adding up to very large sector that will need to be addressed. I'm just wondering if NTAP has attract too many others to this large money making area? I mentioned Peer to Peer and serverless computing environment. When I look to what EXDS is up I can see a day when EXDS has storage centers, not server farms, with NTAP filers grabbing information over the net from each other. You can think of it this way. Gliders sees a switchless, routerless network, well I see a serverless computing environment, and yes SUNW had it right the network is the computer, all of which plays right into the storage sector. Greg