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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: im a survivor who wrote (34741)	3/27/2001 2:56:38 PM
From: edamo	Read Replies (1) \| Respond to of 65232

keith....gilder also raved about tern.... sold my ntap this morning for 21.375...bought it yesterday at 20.....it looks like it can be traded in a 19-22 range... a point here, a point there...better then nothing... ed a. p.s rhat...don't know much about it

To: im a survivor who wrote (34741)	3/27/2001 4:04:58 PM
From: edamo	Read Replies (2) \| Respond to of 65232

keith..."bluearc"... the only reference i can find is that it is a chip design for bluetooth, with arc international plc/arc cores holding the ip.....it is a uk company, with 100 employees, publicly trades on the lse, symbol ark....has an office in san diego, supplies a bit to csco.... i don't think a company with 100 employees, and $15mil in sales is a threat to emc or ntap....imagine the cost for a global marketing effort.....seems like the technology is best to be sold or licensed if it is that good ala qcom...