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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (1090)	6/17/1999 1:07:00 AM
From: MileHigh	Respond to of 10934

If we get anywhere near 39 again, I will buy 500 more. There are other stocks that are beaten up and might represent value, need to think on that though. Also, I am tempted to trade this market on any big moves up, BWDIK! KIT, MH

To: DownSouth who wrote (1090)	6/18/1999 7:51:00 AM
From: riposte	Respond to of 10934

Mention of NTAP @ TSC From: Some After-the-Fact Wisdom on Oracle By Adam Lashinsky, Silicon Valley Columnist 6/18/99 7:00 AM ET [START OF SNIPPET] Reading Between the Lines Pay attention when an analyst goes out of her way to point out why a certain development will not hurt a company she likes. Such a declaration caught my eye when Laura Conigliaro of Goldman Sachs alerted clients that recent checks indicate that Network Appliance (NTAP:Nasdaq) "has not been impacted by recent announcements of IBM (IBM:NYSE) and Compaq (CPQ:NYSE) entering the service appliance market." Full confession: I must have missed the moves by IBM and Compaq. Might there be NetApp investors who also did? Network Appliance makes storage server devices, and its stock has done amazingly well: Up more than 13-fold from its November 1995 IPO. According to Conigliaro's estimates, the company's earnings are growing at 70% year-over, hence its current multiple of 66 times 1999 profits. For emphasis, Conigliario is no dummy. She's cleverly covering her bases by pointing out the risk that IBM and Compaq could cause some damage even as she swats away the concern for the time being. [END OF SNIPPET] Full article at TheStreet.Com: thestreet.com