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Technology Stocks : Network Appliance

NTAP 109.03

+0.1%

9:46 AM EST

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To: Sully- who wrote (8240)	5/30/2001 4:09:12 PM
From: Crystal ball	Read Replies (1) of 10934

NTAP has no GROWTH recession. Forget this "Visibility" Voodoo by execs trying to save their jobs. Even if there is a earnings recession (2 quarters at least, and so far there was only one lowered growth of earnings not loss earnings quarter out of the 2 needed, with the next an estimate only) an earnings recession is temporary and is not the same thing as a earnings GROWTH recession, there is no EPS GROWTH recession with NTAP looking and going forward over a standard 3 year model. Warmenhoven pointed out that storage is the key growth sector, and NTAP will grow faster than other competitioprs in that sector, and that despite whatever the current "visibility" Voodoo is, is what as he states, is the market space to be in. Go back and read his interviews and keynote address at the Merrill Lynch Storage conference and on FirstCall etc. SUNW and EMC have dinosaur problems that NTAP does not have with NAS. I am, Truly your$, -Crystal Ball

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