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.

Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (2425)	2/1/2001 2:36:43 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 15481

OG, what is your opinion on NTAP???

To: The Phoenix who wrote (2425)	2/2/2001 10:30:06 PM
From: John Pitera	Read Replies (1) \| Respond to of 15481

that missive is the real Riot Act for NTAP.... isn't it -ng- I actually think they are a bit too negative on NTAP, witness the stock holding up well today on a down day across the board for equities. However, I do believe that there will be a convergence of NAS and SAN's. That briefing analysis is assuming that EMC will conduct a very intensive price war with NTAP and that is an assumption, not a given at this point. And NTAP can also roll out additional next generation technology. The one problem with these big bull markets is that they make ridiculous amounts of capital available, so that at the end of the day you can get a number of very good tech companies trying to capture each technology niche. Then a prolonged period of price competion, cannibalistic sales practices, and attrition of competitors occurs to clear the excess Investment and capacity. That's what they teach in the books anyway -g-