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

To: Tulvio Durand who wrote (6000)	1/29/2001 6:46:46 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 10934

>> Hey, I nabbed message #6000. Now I get it. Your plan was to stimulate conversation so you could nail a grub. Feeling better about ntap because it's up a few? Don't; the ride isn't nearly over <gg>. uf

To: Tulvio Durand who wrote (6000)	1/29/2001 7:43:41 PM
From: BirdDog	Respond to of 10934

...you got to admit... Yup.... You sure are right. I should ignore everything I've learned about the network storage industry I've learned in the past two years. I should ignore where the industry is going. And from a purely investor viewpoint, I should sell company A, who is growing at twice the rate as company B, and buy in on company B. Since company B has never ever passed on any FUD concerning their product tests, or revenues. And this guy on a message board tells me company B; is doing one hell of a job distancing itself from its nearest competitors. I should now make a Wise choice and trade my shares of company A for company B... But then... I could remain Foolish.... BirdDog

To: Tulvio Durand who wrote (6000)	1/30/2001 1:36:22 PM
From: DownSouth	Read Replies (3) \| Respond to of 10934

EMC is doing one hell of a job distancing itself from its nearest competitors. It leads in all categories of storage. In the lone exception, NAS, whereit it is #2 it is catching up, ie gaining on, NTAP. That's not my opinion. IDC's numbers are not explained. How is NAS marketshare measured? I believe we would find that EMC's numbers come from EMC and include Symmetrix attached to the Celerra NAS device. Not valid, imo. I am glad you were not disappointed. <g>