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Technology Stocks : Network Appliance

NTAP 117.54

+1.3%

1:37 PM EST

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To: MulhollandDrive who wrote (3031)	4/8/2000 12:06:00 PM
From: DownSouth	Read Replies (3) of 10934

Looks like Quarterly is May 18. ntap.com I do not believe we will see $50 again, except in another market "correction". I am expecting this quarterly to be very, very positive. Therefore, I would not count on a post-announcement drop. Forward looking statements will probably be designed to neutralize, somewhat, the very positive numbers we will see. One problem that will be pointed out, looking forward, is that as the capacity of filers goes higher (above today's 1.4TB), margins will be squeezed as disk drive content becomes a larger portion of the system cost. (Very low margins on disk drives.) What will be telling is to see if software content continues its upward move in proportion to the total system cost. Software margins are near 100%. (Sorry for the late response, betty. Computer problems.)

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