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Technology Stocks : Network Appliance

NTAP 109.43

-0.2%

Nov 14 9:30 AM EST

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To: Fortney Veeble who wrote (371)	9/24/1998 9:55:00 AM
From: DownSouth	Read Replies (1) of 10934

Fortney, Thanks from me for your good notes too. The news about ML is exceptionally good. I am considering liquidating a couple of my disappointing holdings and getting some more NTAP. I turned my SAP money into more CSCO and LU, and feel good about that. NTAP, MSFT, and CSCO are carrying the year nicely. NTAP is doing all the right things, with steady growth, productive R&D, and smart selling. They will soon be perceived as a competitor to EMC in the non-mainframe market. That will get them some more good attention and actually increase their market exposure--something they need. It is interesting that their sales of low-end, high margin product remains so strong. I expected high-end sales to begin to erode their margins. That hasn't happened yet. They have set our expectations so that we are aware of that possibility (or eventuality).

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