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To: dstange who wrote (9378)	10/29/2001 1:29:05 PM
From: Uncle Frank	Respond to of 10934

That's very kind of you, but to clarify my position, I share your concern about the issues you raised. I'm hoping ntap's upcoming report will give some indication of the effectiveness of their intellectual property as a barrier to competitive inroads. While it seems logical that distributed memory will be looked on more favorably in the aftermath of the wtc tragedy, it is not clear what impact will be felt on prices/margins, or which participants in the sector will prosper. Regards, uf