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Technology Stocks : Network Appliance

NTAP 111.56

+2.1%

Nov 28 9:30 AM EST

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To: Boplicity who wrote (5212)	11/20/2000 8:12:05 PM
From: pinhi	Read Replies (2) of 10934

Yes, I saw an interview with Michael Dell in which he said he intended to do to storage what he did to PCs. He sounded very confident. He said basically those that depended on high margins he would take away. This has always been my concern with NTAP, i.e. SUNW, CPQ, DELL etc. etc. etc. on & on. His comments made me stop and take pause. Esp. with the high pe we used to have. I will continue to own the leader for (NTAP) for the fundamental storage exponential growth story and other reasons that you discussed like the EXDS comments etc., and also because I missed DELL early on-that is my justification for owning NTAP. Sorry for the incoherent rambling and misspelled words, but I'm in a hurry and gotta go some place.-Later Pinhi

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