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Technology Stocks : Network Appliance

NTAP 111.31

+1.9%

11:12 AM EST

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To: Fortney Veeble who wrote (306)	5/15/1998 6:40:00 PM
From: DownSouth	Read Replies (1) of 10934

You are some detective! I USED to work for them. The separation was amicable and I regard the company, its executive leadership, is products, and its strategies very highly. I no longer have any inside information and now I can talk about them without getting my hand slapped. I am long on NTAP. I was speaking of 80% growth in revenues/year. That is NTAP's goal. With 60% margin. BTW: I believe that their price goes down because some investors expect them to beat expectations. You may note that the volumes are still pretty low. I believe that even institutional investors still do not understand what NTAP's products really are. Is it software? Is it hardware? How high are the barriers to entry? etc, etc.

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