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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Ibexx who wrote (125715)	1/21/2001 6:18:34 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Ibexx, no, I don't have any NTAP. I missed it in its early runup days, then became concerned for its over-valuation. I'd still be leery of it getting severely price corrected, a la SUNW, if anything went wrong. NTAP did a great job establishing a franchise, no doubt about it. Problem is, I don't think the cost of entry to NAS is anywhere near that of SAN. EMC and Compaq, maybe more companies, have new entries in NAS. Compaq's is right up their alley, being half server and half storage, and all industry standard components. They can probably build it very cheaply. Thing is, how strong NTAP's following is. I don't know. You probably saw this: Message 15219984 BTW, one advantage of this thread being so "anything goes" is that you don't have to say "OFF TOPIC". Tony