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Technology Stocks : Network Appliance

NTAP 106.81

-2.4%

3:59 PM EST

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To: DownSouth who wrote (945)	5/14/1999 9:12:00 PM
From: Mohan Marette	of 10934

Excerpts from BancBoston coverage. DS: Here is a nice little comment by BancBoston analyst from the yesterday's coverage, in case you or anyone else interested missed it. =========== ..NTAP runs on a superior business model with a horizontal expansion strategy. NTAP is a highly unique company with a horizontal consolidation strategy, strong technical expertise, an expanding product portfolio, and a diverse customer base. Its server and software businesses generate high margin revenues which drive the overall margin to around 60%. Its target market is huge (~$9 bn) and fast growing. We are introducing FY99 and FY00 EPS estimates of $0.46 and $0.67. We view NTAP as a major up-and-coming Internet infrastructure company with a huge market opportunity, fast growth strategy, market leadership and strong execution......

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