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

To: JakeStraw who wrote (10078)4/30/2002 1:14:46 PM
From: riposte  Respond to of 10934
 
Consolidation

Agreed 100%.

I read something recently, wherein they predicted a philosophical change, from "CPU-centric", to "Storage-centric". Specifically, the article was discussing hooking up those MP3 players, but it acknowledged that data is data, and it's a small leap from MP3 files to anything else.

I agree with that line of thinking - after all, it's the DATA that has value to us; the CPU is just the tool for accessing/processing it.

Back to work...

-Steve



To: JakeStraw who wrote (10078)4/30/2002 4:45:18 PM
From: thesmay  Respond to of 10934
 
Now that the CDN-ITM sector is a complete wash-out, do you feel that any of these companies will be targets for the big boys in the storage sector? Particularly the 300mil market cap issues like INKT, AKAM, FFIV, or to a lesser extent, RDWR, NTCT, and CFLO? Do these companies get bought or just fall by the wayside? Many have longstanding relationships with the technology leaders. Any opinions are welcomed.

TIA


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