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Technology Stocks : Network Appliance
NTAP 111.80+0.2%12:02 PM EST

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To: Miguel Octavio who started this subject2/8/2001 7:35:12 PM
From: BirdDog  Read Replies (1) of 10934
 
I'd like to mention a couple points which stuck in my mind. I apologize as I forget who was speaking each time. But my content is correct...

One) Mentioned that the lowering of gross margins is due to products that have a lot more tape drives an... (then he was cut off, as if someone didn't want him talking about this stuff)

Two) The mentioning of three new products announcements on Monday. The man seemed to want to tell more about this but was stopped.

I think both these are very interesting. I think ntap is low balling. Allowing themselves to be viewed the way Wall Street wants to view them going forward: 50 to 60% growth. Let the d@mn analysts find out after the fact when they've already blown out estimates.

BirdDog
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