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Technology Stocks : Network Appliance

NTAP 111.56

+2.1%

Nov 28 9:30 AM EST

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To: Miguel Octavio who started this subject	2/10/2001 11:08:52 AM
From: gingersreisse	Read Replies (1) of 10934

Amit Chopra's (CSFB's) take on NTAP seems to be rooted in one position: EMC will eat away at NTAP's margins with aggressive pricing as EMC expands into NAS. He feels EMC will do more damage to NTAP than vice versa. He's downgraded the FY revenue forecast by $25mn (this quarter was $5mn under his guess). He reaffirmed his belief after the CC (80% wins, optimistic view, etc). Currently has a HOLD. GSR

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