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Technology Stocks : Network Appliance

NTAP 109.28

-2.0%

Nov 26 3:59 PM EST

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To: kas1 who wrote (570)	1/23/1999 11:46:00 AM
From: DownSouth	Read Replies (1) of 10934

Any idea on how the quarter went? No idea. I think it ends next week. Word is that Nov and Dec went ok. January is always difficult. RE: The pull back doesn't bother me. Look at what happened to INTC and others last week. NTAP is not out of line. I can't see LU being the least bit interested in NTAP, and we may be a bit expensive for CSCO, but it wouldn't be beyond reason for CSCO to buy NTAP. I am not sure NTAP would be interested, though. It could not be a hostile takeover, as their is too much cross-polination on the boards of directors.

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