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

To: Bala Vasireddi who wrote (533)	1/7/1999 12:19:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 10934

Thanks for the cite. Here is an exerpt for everyone's Cliff Notes: In the storage space, you mentioned that you like both EMC and Network Appliance. What is your target price on the stocks? Network Appliance is a smaller name and focused on some very high-performance technical issues. About 20% of their business comes from Internet service providers. Our target on Network Appliance is $52. EMC is the big, general-purpose competitor who is really the only independent supplier of large storage systems. Those are the systems that are integrating data in the Fortune 500 kinds of companies or pulling Internet data transactions and tying it into traditional company data-processing data. Our target on EMC is $100. Both companies will continue to grow very strongly over the next two years. Over the last year, EMC has ranged from $24 to todays $94. NTAP has grown from $13 to $48 (split adjusted). They are both winners!