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


To: freeus who wrote (8537)6/22/2001 8:13:50 PM
From: BirdDog  Read Replies (1) | Respond to of 10934
 
What an ugly chart. NTAP Oh well.
Exchange for...something else low priced?


Why would you want to do that? The chart just looks like so many other high tech companies. And if you've noticed, in the last six months. NTAP's stock does worst when they aren't reporting anything and the "rumors and anecdotal evidence" crucifies them. Have you noticed every time NTAP actually comes out with bad news that the stock shoots up? Why? Because they're all expecting much worse. Laura Conglario had to up her forward estimates after last quarter.
And now with the release of DAFS. NTAP is now competing head to head against EMC in any job. In fact, they are exceeding what EMC can do. EMC may actually be winning some jobs against NTAP. Because some customers don't understand this new fangled DAFS. Some may want to play it safe and wait and see if it works for others. This isn't some blue moon fly by night company that came out with this....this is the same company who figured out how to make NAS a viable storage solution when nobody else could. And nobody else has shown any good NAS solution to compete with NTAP yet. They keep comming...and loosing... we'll see...

BirdDog