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To: DownSouth who wrote (5237)	11/20/2000 11:43:28 PM
From: Boplicity	Read Replies (2) \| Respond to of 10934

Thanks but no thanks on your recommendation on DELL. I bought DELL around 10 in 97 sold in the 40's in 99 after which I told the my fellow DELLheads that QCOM was the way to go. QCOM and wireless absorbed so much of my time in 99 that stocks like NTAP were left behind in the greg world of investing. What I'm trying to do now is determine if NTAP should be considered as an investment for my hard earned money, or has NTAP seen it's glory days already and will it struggle as a stock going forward. I can't help if I'm torturing you all, but the only dump question is the one not ask, at least in my book. re: DELL as a standard I know that. The reason I highlighted in bold, was the desire to standardized on one supplier. Are there others that want to do that? Will that desire hurt both EMC and NTAP going forward as the box maker move into their turf? I know you will blow that one out the water with reasons such as priority, software, down and dirty know how, and I agree with you. But, the above desire is something to watch for as the box maker develop the expertise. You have to remember the DELL is a supplier to many fortune 100 companies. They sell PC/servers/workstations by the skid full to the likes of Boeing. Will Boeing or others like the idea of going with one supplier? I'm not saying DELL is the company to watch, I'm just using DELL as an example. by the way, Dell's a dog, in land of mutts. NTAP is pure bred. It's very hard to find a company that is addressing such a large market as NTAP is and will and still be considered pure. Most companies end up having too many fingers in too many pies. HWP is a perfect example of the too many fingers in pie problem. QCOM is a good example of a pure play, heck QCOM is even getting purer, where as MOT is not. I know the QCOM story and wireless well enough to invest wisely in it. With NTAP I have questions which I'm getting answered. I'm appreciative of that DS. I have no doubt the role storage will have and how large the sector will become, it's just a question of how the street currently views and will view NTAP going forward. Market is well on the way of addressing the valuation part of the equations, now it's the forward looking view that I'm after. Greg