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Technology Stocks : Network Appliance

NTAP 111.55

+2.4%

Nov 25 3:59 PM EST

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To: DownSouth who wrote (321)	7/11/1998 11:48:00 AM
From: Fortney Veeble	Read Replies (3) of 10934

INKT is yet another example of a stock that went public before it had a real track record. How do you value such a company? It's mostly expectations, and Internet stock expectations are tulip-mania at the moment. The trouble is that what goes up can go down - and even quicker than it went up. Don't stand under these stocks when they start to fall. NTAP has a great track record and should not allow itself to be hyped with the INKT-type stocks. I'm in favor of setting realistic expectations - and then meeting, or beating, them, every time. BTW, what did our noble leader do to cool the momentum players 18 months ago?

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