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

To: DownSouth who wrote (7735)	4/12/2001 6:35:20 AM
From: kas1	Read Replies (1) \| Respond to of 10934

DS, sorry if you've answered this for us before, but who manufactures the Filers? I assume NetApp doesn't do it themselves.

To: DownSouth who wrote (7735)	4/12/2001 8:45:52 AM
From: Boplicity	Read Replies (1) \| Respond to of 10934

I believe the computer companies will move right into the space both EMC and NTAP are addressing. Time is working against both EMC and NTAP. Both fit into the following. From the warning news release. <<CEO Dan Warmenhoven said NetApp has had an even more difficult time than EMC because 35 to 40 percent of NetApp's customers are new each quarter. That means it has less opportunity to sell to existing customers>> I hope the above helps in understanding what I was saying. B