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Technology Stocks : Network Appliance

NTAP 119.39

+1.8%

Dec 10 3:59 PM EST

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To: Uncle Frank who wrote (8872)	8/3/2001 8:01:50 PM
From: BirdDog	of 10934

Like it or not, last quarter she called it right re ntap, Quarter before last, her speech of "fears and anecdotal evidence" killed ntap with it's "you're not going to come anywhere near meeting estimates" theme...And they met estimates that quarter. Then ntap lowered estimates for fourth quarter...and then warned. Last quarter she was still low. I remember her upping her forward estimates by 20% one day after earnings announcement (an exact movement of her's of 15 cents to 18 cents). And even after having done that, she is still below consensus? Am I just imagining all this? Laura was bullish on a little storage company for internet service. That is all. She won't accept that ntap is or ever will be anything but a little internet server storage company. She couldn't possibly be stuck on that idea by input from EMC....now could she...? This week when she made her poo poo comment on ntap. You know where she was? At EMC listening to a two day analyst conference. BirdDog

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