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

To: Hal Barnett who wrote (5357)	11/26/2000 11:37:47 PM
From: kas1	Read Replies (1) \| Respond to of 10934

Hal, this is excellent. Thank you. Let's encourage more people to post similar things. I have seen CSCO-NTAP parallels for a while, the most fundamental one of course being that of specialized boxes that take over the functions previously relegated to general-purpose computers. Difficult to believe now, but routing used to be done by regular Unix boxes running the proper software. As there are parallels in their fundamental businesses, so I think there are (and will be) parallels in the their stock performance. When I first started investing, I remember looking at but not buying CSCO, because its P/E of 50 was "astronomical." I hope to avoid that mistake in the future.