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

To: Leeza Rodriguez who wrote (302)	4/10/1998 11:24:00 AM
From: Madharry	Read Replies (1) \| Respond to of 10934

Hi Leeza ! are you still a fool? I remember you attending an Anchor conference on behalf of them. I bailed out of ANchor because of lack of mgmt credibility in the days of O'Hara. I also could not understand their inability to retain the sequent contract or pick up significant new ones. My learning experience from that was it isn't enough to have great technology you nees to be able to sell it too! I skimmed a book on the concept of gorilla investing and what you have written about caching ? is of great interest to me. How fast can this business grow? who are the players? and what is the profitability and barriers to entry?