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To: DownSouth who wrote (1358)	8/19/1999 11:54:00 AM
From: Winston Chen	Respond to of 10934

another great post, thank you, ds.

To: DownSouth who wrote (1358)	8/19/1999 11:57:00 AM
From: chaz	Read Replies (1) \| Respond to of 10934

DS: As usual, you've contributed well to our understanding of NTAP. That was a GRRREAT! summary of the CC. And you bet we need to look at BRCD. That one has become very pricey very quickly. Another ? on my mind is how quickly will Dell learn to sell NAS? I'll pose such a question on the Dell thread and see if some of the regulars over there can't give me a clue, and I'll pay you back with whatever I learn. Deal?

To: DownSouth who wrote (1358)	8/19/1999 11:58:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 10934

DS - Thanks so much for the CC summary! You are quite a help to us folks. One question - What is DSO - "DSO = 61 days, up from 57 days due to increased overseas sales."

To: DownSouth who wrote (1358)	8/19/1999 12:03:00 PM
From: Mehitabel	Read Replies (1) \| Respond to of 10934

DownSouth-- thanks for an excellent summary of the conference call. Your summary covered it all. :o) Those guys sure talk fast!

To: DownSouth who wrote (1358)	8/19/1999 12:27:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 10934

Down, Great post, we ought to compensate you for your efforts! This is the power of the internet as this type of detailed info was never available to the little guys. Thanks again!! MileHigh

To: DownSouth who wrote (1358)	8/19/1999 12:51:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 10934

Compliments on a fine post, DS. I love the ntap story; a tornado market, outstanding market share, Intel-like margins, strong management, a highly motivated (through options) workforce, an emerging value chain... almost the complete package. If I could convince myself that they have patents creating significant barriers to entry, I think I'd be yelling GORILLA LEAVING THE BOWLING ALLEY!. Are there any tech-heads on the thread that can shed some light on ntap's ipr? Frank