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

To: DownSouth who wrote (10333)	11/13/2002 3:24:23 PM
From: DownSouth	Respond to of 10934

That was a very informative cc. The boys are executing well, and seem to feel that they are picking up new momentum ahead of the competition. The new hybrid SAN/NAS product is being accepted and getting them into big deals, and the SAN side of that will continue to grow in capability (host types that are supported beyond Windows and Unix). NTAP's prices continue to undercut EMC, apparently, which is a good thing, especially if the margins remain at 62%, as they are and are expected to be. Now if the CIOs would just start spending again.