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Technology Stocks : Network Appliance

NTAP 107.02

+1.6%

Jan 12 3:59 PM EST

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To: Calvin who wrote (3394)	5/26/2000 11:22:00 AM
From: Andrew Danielson	Read Replies (1) of 10934

Well, I finally found a written confirmation of what I heard on CNBC this morning. ---- IBM Stock is down 1 «. Because of production problem of 10,000 RPM drive, according to DLJ. Is getting worse. Will most likely impact EMC, that uses the drive in one of its products. EMC is working with SEG to replace that drive in the new storage box, but Kevin McCarthy at DLJ says may not be able to meet the strong order demand. May be a shortfall in production, which could affect IBM?s quarter. ---- netcognizance.com

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