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Technology Stocks : Network Appliance
NTAP 117.53+0.2%3:59 PM EST
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To: tripperd2 who wrote (7234)3/22/2001 12:23:37 AM
From: DownSouth  Read Replies (1) of 10934
 
tripper, I believe that NTAP ends its FY around April 25. I don't believe there is any regulation that requires a company to "warn". A well-managed company, especially in this environment, would be well advised to warn if they are not able to manage to expectations.

I am optimistic that NTAP will make its quarter. My optimism is based entirely on my own perception of NTAP's competitive situation, the strength of its management team, and the talent of its sales force.

To balance the IT spending budget cuts, I think NTAP is likely to fare well through these rough waters. I am encouraged by the fit of their product set in the Enterprise marketplace (as well as the less healthy telecom and dotcom marketplace. The current cautions spending postures of NTAP's customers and prospective customers is to NTAP's advantage in particular, due to NTAP's documented advantage in total cost of ownership compared to EMC.

I perceive a fear of the other "new" storage technologies that Gilder waves in front of us. Don't forget that George is having no picnic in these times either. He needs to sell $400 newsletter and $5000 seats in his seminars. Of course, whether the VCs are willing to fund these next great things is another question to ponder. These new ideas do require watching, though.

I'm holding. But what else can I do? I missed the "sell high" part, and I don't want to compensate for my mistake with a "sell low" strategy on this end of the game.
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