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Technology Stocks : Network Appliance
NTAP 117.28-0.2%Dec 9 3:59 PM EST
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To: DownSouth who wrote (5724)1/4/2001 6:12:24 PM
From: pirate_200  Read Replies (2) of 10934
 
> The lack of warnings from NTAP during the end of this,
> their 3rd quarter (and hardest) is a good sign, imo.
> But I would like to hear others' opinions about this.

My expectation, if you see any negativity, it'll be in
forward projections for Q4/next year rather than any
change in Q3 results. They had a good book-to-bill as
of last conf. call and I would think their visibility,
which says $1.1B for this fiscal year is the safe target,
will be accurate. They seem to have a good handle on
their business, but I guess we'll see how that goes.

One thing you didn't mention was the new product, the
840. I have to believe there was a lot of demand awaiting
that new product and that will really help Q3 into Q4.
It also opens up more enterprise-level sales due to its
higher capacity, so I would think that would also add to
its demand.
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