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Technology Stocks : Network Appliance

NTAP 109.28

-2.0%

Nov 26 3:59 PM EST

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To: Cooters who wrote (5861)	1/24/2001 11:35:52 AM
From: Uncle Frank	Read Replies (3) of 10934

Here's a bio on Laura Conigliaro, the Goldman Sachs analyst who just downgraded ntap: thestreet.com Laura specializes in storage, and has been a vocal supporter of ntap. Her comments about the dot.bomb sector and a telco capex slowdown just rehash what has become "popular wisdom", so the only surprise is how much Mr. Market was spooked by such a mild downgrade. Laura seemed almost apologetic and was certainly less than emphatic in forming her conclusion. "While NTAP is expanding its exposure to new markets and gaining traction in existing ones, we are unable to convince ourselves that the gains here are enough to offset the likely slowing in telco and dot-coms for the near term" I think the over-reaction will be of brief duration. uf

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