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To: Jacob Snyder who wrote (270)4/22/2002 4:18:22 PM
From: Cary Salsberg  Respond to of 13403
 
IBM analogy is a new and different concern.

NTAP can't even dream of dominating its market the way XLNX and AMAT do! What technology do they own? They are a "variation on a theme", storage box making.



To: Jacob Snyder who wrote (270)4/22/2002 11:32:40 PM
From: Paul V.  Respond to of 13403
 
Jacob, You make some great points. Regarding research development, I have read somewhere that CSCO is investing a lot of its CASH in additional research this cycle. Has any heard how much and how its research expenditure rate with Bell Labs (LU), IBM, etc.

Paul