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Technology Stocks : Network Appliance

NTAP 102.95

-3.1%

2:15 PM EST

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To: Mohan Marette who wrote (1036)	6/3/1999 12:38:00 AM
From: kas1	Read Replies (2) of 10934

mohan and others, i think most of us got into ntap recognizing a rare opportunity for venture capital -scale returns in the public markets, with none of the hype and overvaluation of .com stocks. if you want to convince yourself that swings from 67 to 44 are a frequent part of achieving such returns, take a look at the early history of csco and intc, and imagine the folks who got shaken out by the dips on csco 5 yrs ago, or intel 15 yrs ago. i put to you that where we are standing now on ntap's growth curve is exactly where csco was 5 yrs ago or intel 15 yrs ago. keep your eye on the ball. best regards.

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