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To: Road Walker who wrote (126224)1/29/2001 3:26:32 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
John, that looks like a good alliance between Intel and Compaq. It would be nice to see Compaq grow their appliance (Intel inside) business like they did their server (Intel inside) business, and then pull through some of the Intel products with their own sales. That's "nice squared" I know. About appliances alone, it will be interesting to see how Compaq, EMC et al can dent NTAP's market.

Tony