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Technology Stocks : Network Appliance

NTAP 109.28

-2.0%

Nov 26 3:59 PM EST

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To: SecularBull who wrote (8208)	5/29/2001 4:08:29 PM
From: Sully-	Read Replies (1) of 10934

HI SB, Never complain when you book profits. I took some off the table too, but replaced it all late in the day. It's nice to see that you didn't see the need to act like the more typical short (YAHOO FUD'ster types). I've enjoyed discussing our concerns in a civil manner. I believe we both feel NTAP is a great company going forward, it's just that we believed the fundamentals near term did not justify it's current share price. FWIW, I still think that near term, there will be more potential downside for NTAP....... those gaps are so compelling...... EMC's downgrade won't help NTAP much. The NAZ broke some key points to the downside today, which isn't good. I won't be surprised to see it rally some too since the NAZ has been so weak these last few days. All JMHO. Ö¿Ö Edit: I believe I just heard that SUNW warned about their 4th qtr per CNBC...... If true..... not good for the NAZ tomorrow....... Edit again: It's true..... SUNW is guiding estimates lower in their 4th qtr....... biz.yahoo.com

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