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Technology Stocks : Network Appliance

NTAP 115.66

-2.9%

Dec 12 9:30 AM EST

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To: techreports who wrote (8705)	7/19/2001 12:07:51 PM
From: pirate_200	Read Replies (1) of 10934

> Have you looked at the estimates? They've come down..why warn when > you can just get the analysts to lower their estimates quietly? I wouldn't say the analysts have "quietly" dropped estimates: Goldman Sachs and Merrill, among others, have been very vocal on their dumping of storage stocks over the last few weeks. NTAP management, on the last conference call, said that this quarter will be flatish like Q4, which was around $225M. Meeting expectations here is a quarter that is +- 5% from last - at least to me. The other concern isn't just revenue but margin. EMC got cut-throat with their pricing with IBM/Hitachi and significantly dropped margin. I'm hoping NTAP didn't have to be as aggressive in the NAS space, but realistically I wouldn't be surprised to see at least a few points of margin lost, we'll see.

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