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

To: Boplicity who wrote (7861)	4/14/2001 11:51:33 AM
From: Gregory Rasp	Read Replies (1) \| Respond to of 10934

For the very little that it is worth B (liked your old name better BTW), I agree with you. I look at NTAP as a country with superior weaponry fighting a war against several larger but poorly equipped countries. Now, everyone says, "Time out, we will start fighting again in a few quarters." Meanwhile the competition is going to have that time to close the technology gap somewhat. GR

To: Boplicity who wrote (7861)	4/14/2001 6:32:26 PM
From: DownSouth	Read Replies (2) \| Respond to of 10934

OK. I'll grant your point that time is working against NTAP. I'll not give in to your statement that "computer companies and their suppliers work to strengthen their offering, which leads to storage becoming a commodity, where the most efficient manufactures wins. " Storage, per se, is already a commodity. Disk storage subsystems, including complete RAID 5, compete on a cost/MB basis against one another. But, content management/distribution is a value add to the underlying commodity-based hardware platforms. Both EMC and NTAP are setting standards, have varying degrees of IPR on their software and the way it interacts with the hardware. I also wish to temper your contention about time being agaisnt NTAP. It is IT spending that is hurting NTAP. During this time of reduced IT spending, NTAP's relative new account penetration and competitive wins agains EMC and the box makers will remain the same as it was with loose IT spending. Also, the depressed market for IPO's has a dampening effect on new innovator's coming to market against NTAP and EMC. NTAP continues to invest heavily in product development and field sales. Do you understand NTAP's product differentiators?