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

To: Uncle Frank who wrote (8866)	8/3/2001 1:41:38 PM
From: 100cfm	Read Replies (1) \| Respond to of 10934

Unc Emc's strategy was ineffective when there was more business then NTAP could handle. It's a different story now. It's a much smaller pie and there's not enough to go around. NTAP I fear will have no choice but to respond in kind. 100

To: Uncle Frank who wrote (8866)	8/3/2001 5:07:14 PM
From: BirdDog	Read Replies (1) \| Respond to of 10934

EMC says they're ... I think most of it has to do with the incompitent institutional investors. They seem to be following Laura Conglario. And Laura is nothing more than an EMC analyst. She appears to believe everything EMC tells her and she passes it on as law. Did you notice earlier this week, the big institutional buying stopped dead with her announcement? NTAP is just going to have to prove itself. Also... EMC seems to think it can win with a PR campaign. They keep talking and talking. They still have no NAS/SAN divergent solution...only talking about it. Meanwhile NTAP has much more than that. I think the customers will have to decide this for us. With the economy bad, that is better for NTAP. EMC will have to give things away at a loss to try to compete with NTAP...so let them loose all they want. I think, in the end, Laura Conglario will look like a fool. BirdDog