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

To: JakeStraw who wrote (6754)	2/23/2001 9:27:18 AM
From: substancep	Read Replies (1) \| Respond to of 10934

RMBS wins??!! P

To: JakeStraw who wrote (6754)	2/23/2001 9:29:47 AM
From: Boplicity	Read Replies (1) \| Respond to of 10934

I'm sure NTAP comes out ahead on the deal. <g> What's more important, even though it's just a news release with no time frame attached, it's proof that some companies are thinking past the baloney we are seeing now. I bet ya, baring anymore sector or company related news, that a floor has just been put in for NTAP. NTAP valuation has come down close to where I see value as it is. Greg

To: JakeStraw who wrote (6754)	2/23/2001 9:50:14 AM
From: Lhn5	Read Replies (1) \| Respond to of 10934

A wash, that is one of the dumbest comments I have ever seen.

To: JakeStraw who wrote (6754)	2/23/2001 10:15:05 AM
From: pirate_200	Read Replies (3) \| Respond to of 10934

> So it's a wash? INTC buys from NTAP & NTAP buys from INTC. Yes, a wash: NTAP buys Intel chips for like $500->$1000 a pop and Intel buys NTAP systems for their data center operations for an average selling price of $80K->$100K. Yep, a wash. I suspect the deal mainly is that Intel wants NTAP systems but doesn't want to see NTAP go back to the Compaq (Digital) Alpha processor based systems. Intel says: OK, we want your systems but we you have to use our processors or at least try to, if the performance is there. NTAP says: OK, we just came out with the Intel Coppermine processors in our latest system, we are happy with their performance and as long as we have an escape clause if performance changes between chips - we have a deal.