Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Boplicity who wrote (5265)	11/21/2000 11:10:00 AM
From: 100cfm	Respond to of 10934

A lot of that has to do with the management of company. A company can have the best darn technology on the planet and do well for a few years, but if management can't execute, then they will past by others that can as they hit the wall. Greg, I think that is THE reason why the other companies just don't/can't and won't do what NTAP can and does do. You've answered you're own question. And yes I agree with you on ORCL. As far as NTAP's management is concerned, since last october when I got in I have not seen a single mistake from them or a let down as far as being an investor. Any disappointment or let down has been solely in Mr Market's Mind.

To: Boplicity who wrote (5265)	11/21/2000 12:16:55 PM
From: DownSouth	Read Replies (1) \| Respond to of 10934

GM, for gosh sakes do some damn research. You have been around the G/K thread and this thread for years and you are now goint to "take a few more quarters to see how they run it before I will be able to have an opinion." (No wonder you change your mind all the time about NTAP's stock price. You haven't done the dd!) Look at the quarterly reports. Read this thread. Look at www.netapp.com. Whatever you do, do NOT rely on my answers to your questions to make an investment decision. What does ORCL's mgt have to do with NTAP? There is only one LE.