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To: JakeStraw who wrote (7779)4/12/2001 11:45:01 AM
From: SecularBull  Read Replies (1) | Respond to of 10934
 
Proving that you are fairly clueless on this subject... DELL is already a player in storage to the tune of $1B in annual revs.

~SB~



To: JakeStraw who wrote (7779)4/12/2001 11:48:42 AM
From: Boplicity  Respond to of 10934
 
NTAP would have to drop pretty far before anyone would shell out the billion or more to do it, I don't think NTAP will drop more then 4, 5 more points if that, they are not going out of biz. Furthermore, most of the computer companies have way too many problems to address as it is, particularly HWP and CPQ, DELL is hell bent on doing it all by themselves. I could see maybe IBM due to their service strength. It's wild speculation as it is to be thinking about NTAP being bought at this time, but two years from now, if the stock continues to languish, it might be happen. You would have to have a better performing sector, economy, etc etc before anyone is going to be making big deals.

B