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

To: DownSouth who wrote (7864)4/14/2001 7:27:05 PM
From: Boplicity  Read Replies (1) | Respond to of 10934
 
re: 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.

Is that conjecture as in you expect this to happen but have no hard data to proof it is? % Competitive wins would be a great way to track what I believe will happen. Have they in the past release hard data concerning % wins? Or has some independent body done so?

B



To: DownSouth who wrote (7864)4/14/2001 9:00:07 PM
From: kas1  Read Replies (1) | Respond to of 10934
 
DS, regarding competition, I haven't heard anything about BlueArc since they officially rolled out their product. Have you? Was all that hype a false alarm? Wondering. Also wonder if this is how EMC reacted when NAS first came around.


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