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Technology Stocks : Network Appliance
NTAP 117.26+1.1%Dec 5 9:30 AM EST
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To: Jack Hartmann who wrote (4790)10/23/2000 3:33:36 PM
From: Beltropolis Boy  Read Replies (2) of 10934
 
>What lagging cache business?

dunno how long you've owned the stock, jack, but 1Q results reported in mid-august specifically cited a sequential decline in NetCache business from 8% to 4% of total revs. i believe the word DW used in regard to caching business was "unpredictable."

for the record, DW also stated on the CC that in caching, "we have almost as much booked this quarter [2Q] in two weeks as we reported for revenue last quarter."

CacheFlow, often named in the same breath, reported 75% sequential revenue growth. believe they even pumped up the volume that day:

cacheflow.com

-chris.
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