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Technology Stocks : Network Appliance

NTAP 103.23

-2.8%

3:59 PM EST

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To: kas1 who wrote (898)	4/28/1999 10:47:00 AM
From: Beltropolis Boy	Read Replies (1) of 10934

>> Watch out NTAP........better cache player in town > They have never run a hotel in the Canary Islands -- it is rumored that some of them have never even been to the Canary Islands! nice1, kas1 ... not to downplay NetCache -- cuz we all know it's a hot market -- but frankly, cache products 'only' represented 8% of NTAP's revenues in the third quarter (versus 5% in the prior quarter). furthermore, they 'only' shipped 100 NetCache units; however, this represented 80% growth on a sequential basis and accounted for 30 new name accounts, mostly in the Internet space. on a geographic basis, 30% of the NetCache systems shipped were in the U.S. versus less than 20% in the previous quarter.

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