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Technology Stocks : Network Appliance

NTAP 112.28

+0.6%

Dec 1 3:59 PM EST

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To: tinkershaw who wrote (6561)	2/13/2001 12:49:54 PM
From: HDC	Read Replies (1) of 10934

tinkershaw, RE: Laura Conigliaro at Goldman Sachs It sounded at second listening that Laura was trying to determine the sales force's ability to read their market. She was asking if they saw the slowing at the end of last quarter. Dan W & Tom Mendoza had good responses to her questions. Laura beat up on EMC during their CC 2 or 3 quarters ago when their revenues came in a little light. she reminds me of that Washington DC woman reporter that has been asking tough questions to Presidents since Kennedy. I understand that Laura had a very positive take in her research report after last Thursday's CC. She said something to the effect that the dynamics occurring in NetApp's internet vertical market may be drastically underestimated. She was referring to the fact that Oracle, the premier database software producer, chose NetApp filers for their new ASP (application service provider) service. This is huge. Dan W & Tom M also discussed this with Steve Milunovich following his question during the Q & A. If Oracle, after doing their product evaluations, decided that NetApp filers were the better solution, then what does this do to the current market perception among some that SAN's are preferable to NAS in database applications? This is worth pondering.... The analysts are starting to get it. Regards, Duncan

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