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Technology Stocks : Network Appliance

NTAP 111.00

-1.3%

12:10 PM EST

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To: Skeet Shipman who wrote (8713)	7/20/2001 6:20:05 PM
From: Jacob Snyder	Read Replies (2) of 10934

My current thinking is that NTAP (and many, many other techs whose sales were to telcos/dotbombs who were piling up debt and burning through IPO capital in the Bubble) moved above the trendline in 1998-2000, and is currently in the "hangover" from that wild party (i.e., current business conditions are below trendline). So I throw out all the data from 1998 to the present, as "outlying data points". The last 3 years has been a bizarre cautionary tale, a horror story to scare my children with, years from now, when I teach them how to invest. But the trendline for NTAP and the storage sector, before 1998, was pretty good. Do you think I should throw out data even further back?

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