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Technology Stocks : Network Appliance
NTAP 109.62-1.7%3:59 PM EST
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To: John Madarasz who wrote (3962)8/13/2000 11:40:10 PM
From: brownu88  Read Replies (1) of 10934
 
The number to watch in the report, however, is gross margin -- Wall Street will be disappointed if the company invests too much in sales, and research and development -- and the book-to-bill ratio. This has historically been a soft period for orders at Network Appliance, and a book-to-bill below 1 (which would mean the company is booking fewer new orders and billing more old orders) is possible.

With all due respect to Jubak ;-), NTAP's July quarters have not been soft.

quote.fool.com

And given that all of the major internet infrastructure players - CSCO, EMC, SUNW, etc. - posted blowout quarters, I expect NTAP to put up very impressive numbers.
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