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Technology Stocks : Network Appliance

NTAP 111.90

+1.3%

Dec 19 9:30 AM EST

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To: HDC who wrote (2733)	3/17/2000 5:04:00 PM
From: Mehitabel	Read Replies (1) of 10934

HDC-- re Robbie Stephens 3/10 report at Multex I bought that report this morning, HD. If you follow NTAP closely, you won't find anything much new there. Basically it is two pages, covers these points: 1. the "Powered by Network Appliance" marketing initiative will increase the visibility of both NetApp and NAS. 2. NTAP systems continue to be preferred solution for Yahoo 3. maintaining estimates. NTAP is winning big in ecommerce and internet infrastructure buildout. Best positioned NAS vendor 4. one of the most consistent companies. Is rapid growth in both NAS and caching, and NTAP will be a category winner in this space. View NTAP as a major up and coming internet infrastructure co with a very large market opp, fast growth strategy, market leadership and strong execution. etc etc, nothing new there for informed investors. See, I saved you $10 ;^)

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