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Technology Stocks : Network Appliance

NTAP 97.09

+3.1%

Jan 21 3:59 PM EST

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To: 100cfm who wrote (1944)	12/31/1999 12:10:00 PM
From: HDC	Read Replies (2) of 10934

100cfm, Hi! The number of systems question is usually asked by an analyst during the conference call. NTAP sold 1100 units last quarter (October) and 930 units in the July quarter. NTAP conference calls are now broadcast live from their website. They are also archived for replay. You can listen to last quarter's call in the Investor Relations part of their website. The next cc will be in February 2000. I appreciated your story on the G & K thread. My great winner this year has been NTAP following 2 great years with DELL. I realized back in May that DELL would not continue to grow at its glorious historic levels now that it is an $18 Billion a year company. The G & K and NTAP threads have been the most helpful. They are MUCH more civil than other threads on other websites. More importantly, they are inhabited by some of the wisest people with regard to understanding technology and separating the winners from the also-rans. DownSouth has been particularly helpful as a sounding board for NTAP. I also lost a large sum of money on a technology company which was promoted as the next big thing. I learned from these threads the importance of "first-mover" status and "intellectual property rights (IPR)" and the markets to which these issues are addressed. The Gorilla Game book is a good manual on how to apply Gorilla type principles. The G & K thread (and NTAP thread as a King) are where these terrific ideas are applied day to day. The Gilder Report is also very helpful in understanding these technologies. May NTAP continue its run in 2000. Best, Duncan

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