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Technology Stocks : Network Appliance
NTAP 112.28+0.6%3:59 PM EST
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To: HudsonDog who wrote (3141)4/24/2000 7:17:00 PM
From: A.L. Reagan  Read Replies (2) of 10934
 
Let's see, we went down 11% today because:
1. It looks like quite a few small dotcoms will tube out; this must mean the growth of web-related storage will screech to a halt as the few remaining internet sites out there, that will now only get one or two visitors a day, will drastically scale back their content offerings to a few low-bandwith applications.

2. Since the only possible way to run a web site or enterprise network is on Windows 2000, MSFT's guidance proves that NAS can't possibly grow more than 16% per year.

Did I get that straight?
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