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Technology Stocks
Network Appliance
An SI Board Since April 1996
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10934 322 0 NTAP
Emcee:  Lynn Type:  Unmoderated
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8884<i>If the price of a NAS system is $1 and EMC drops their price to 75 centBirdDog-8/5/2001
8883<i>That's not where NTAP is recieving a competitive threat. We all knoBirdDog-8/5/2001
8882<i>NTAP will have DAFS and WAFL to differentiate its products from EMCs. T100cfm-8/5/2001
8881<i>How much does the ntap system cost initially as compared to an emc san 100cfm-8/5/2001
8880<I>Cost of ownership is not the end all anymore. First costs count for muctechreports-8/5/2001
8879NTAP vs. EMC... Message 16170356 Best Regards, Scottstockman_scott-8/4/2001
8878Some Comments from EMC's CTO... Message 16170111 Best Regards, Scottstockman_scott-8/4/2001
8877<i>If EMC cuts the price of it's products to or below NTAP's then BirdDog-8/4/2001
8876BD Cost of ownership is not the end all anymore. First costs count for much mor100cfm-8/4/2001
8875Correction to my last reply to you on this.... I checked current earnings estimBirdDog-8/4/2001
8874re: Analyst Bill Shope said the company will be hit by either lower margins or sJacob Snyder-8/3/2001
8873<i>Like it or not, last quarter she called it right re ntap, </i> QBirdDog-8/3/2001
8872>> They seem to be following Laura Conglario. Like it or noUncle Frank-8/3/2001
8871BirdDog, if I may jump in...in this environment, a discount may make the differespiral3-8/3/2001
8870<i>It's a much smaller pie and there's not enough to go around. NTBirdDog-8/3/2001
8869<i>EMC says they're ...</i> I think most of it has to do with tBirdDog-8/3/2001
8868JS - I think we are now developing a healthy immunity to the analysts thank goodlimtex-8/3/2001
8867Unc Emc's strategy was ineffective when there was more business then NTAP c100cfm-8/3/2001
8866Somebody help me understand this. EMC says they're going to focus on marketUncle Frank-8/3/2001
8865ABN Amro cuts Network Appliance estimate biz.yahoo.com NEW YORK, Aug 3 (Reuters)JakeStraw-8/3/2001
8864MTNL - <I>when the market finally does drop for good</i> Oooooh angrlimtex-8/3/2001
8863kumar, Maybe so, but it usually just leads to pricing wars & lower margins fJakeStraw-8/3/2001
8862Stop-loss is tight. Like you I don't want this thing to run from me. I wouldmtnlady-8/3/2001
8861<i>With the Fed about done, what else do investors have to talk about, othFaultLine-8/3/2001
8860re: I wonder how many folks will hold their long positions in tech stocks as we Jacob Snyder-8/3/2001
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