SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?


To: Uncle Frank who wrote (9811)1/11/2002 2:42:48 PM
From: Murrey Walker  Read Replies (1) | Respond to of 10934
 
I'd be interested in which other network storage companies you'd consider as candidates.

EMCs spinoff McData comes to mind. It too, has done well over the past few months. Combined with what Jerry (Downsouth) extols for nas, and my preference of NTAP over EMC, I guess you could say that I'm partial to nas suppliers.

All said, I do own EMC as part of the whole basket approach in this sector - as I own SEBL and ORCL (no SAP) for similar reasons. SEBL is a big preference over ORCL, by the way.