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Technology Stocks : Network Appliance

NTAP 106.25

-0.1%

Nov 19 3:59 PM EST

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To: Chris O'Connor who wrote (885)	4/19/1999 3:22:00 PM
From: DownSouth	Read Replies (1) of 10934

One of the things I like about this company is the SUPREME CONFIDENCE management has but it is also one of the things I fear a little. Hopefully they won't become overconfident and make mistakes because of this arrogance/confidence. Does this scare anybody else? This management team IS confident. I do not see it as arrogant. These folks take nothing for granted. They work the major sales opportunities with their sales folks every day in an open and creative fashion. They monitor the shipping schedules, the booking numbers, the expenses very closely. If they seem arrogant, it is because they really do know what is going on. They are also smart strategically. The Dell deal was in the works for well over a year before it was inked, for example. I am sure they have some more strategic surprises for us.

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