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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Frodo Baxter who wrote (6375)	5/17/1999 9:18:00 AM
From: Sam	Respond to of 9256

<<NTAP's valuation is ludicrous, they ain't no Cisco, their balance sheet is tiny, and Quantum and probably Seagate will attack them hard shortly.>> I agree; it certainly appears ludicrous, though I can't say that I understand that market very well yet. But they will face more competition than just from SEG and QNTM. HWP is also entering this market, according to reports, as is, allegedly, IBM and other heavyweights as well as newcomers. It won't be easy. But meanwhile, more on NTAP; they have a relationship with Dell: news.com