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Technology Stocks : Network Appliance
NTAP 117.28-0.2%Dec 9 3:59 PM EST

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To: Lynn who wrote (6404)2/9/2001 12:34:23 PM
From: HDC   of 10934
 
Lynn, Hi! Thanks for the ML report. Please provide the rest of the report when it is available.

I've read Lehman's & Robbie Stephen's report. They focused again on the competitive pressures, economic situation, yada-yada-yada. I'm glad to see someone (ML) show some enthusiasm for a great report!

You might want to listen to the Q&A from yesterday's conference call. NTAP really think they are the better solution in the debate between File level & Block level transfers - which is better for a database? They point to Oracle selecting NetApp filers for the ASP service for the 60+ largest companies in the world.

Thanks again,

Duncan
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