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Technology Stocks : Network Appliance

NTAP 115.66

-2.9%

Dec 12 9:30 AM EST

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To: DownSouth who wrote (3536)	6/19/2000 10:05:00 AM
From: Allegoria	Read Replies (1) of 10934

The article posted had little to do with the disk drive industry, so I am not sure where you are coming from. And the point Jack made that 70% y2y is expected is well worth repeating. But the question I was asking was that IF the "internet startups" referenced in the article have indeed slowed spending, ("following the 21 percent drop in the technology-heavy Nasdaq Composite Index in the past two months...")then are NTAP's earnings at more risk to THIS perceived slow down than say EMC? Believe me, it is not changing my holdings here...the storage market is growing to fast not to own... Good luck, Eric

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