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To: DownSouth who wrote (1442)	9/13/1999 3:21:00 PM
From: HDC	Read Replies (1) \| Respond to of 10934

DownSouth, Hi! It's good to see you've loaded back up with some more NTAP. I think our rise today is due to the new research report out today from Merrill Lynch. Their analyst, Steve Milunovich, lists NTAP as one of the companies that "get it" as far as the new Internet Computing wave is concerned. Prudential is also hosting a storage investment tour in Silicon Valley this week which will include NTAP. This should also help us going forward. What are your thoughts on the Networld+Interop 99 exhibition in Atlanta this week? I was thinking of driving over to see the NetApp folks & filers at the Microsoft Partners booth as well as the other network and computer companies. Do you think it would be a beneficial trip? Best, Duncan

To: DownSouth who wrote (1442)	9/14/1999 3:21:00 PM
From: Dr. Id	Read Replies (1) \| Respond to of 10934

Downsouth, Given Q's recovery today, another good lesson in why 1) Diversity in gorillas is good; makes one too nervous to be overloaded in one company (Lindybill is the best example) 2) It's too difficult to try to time these things We've all had difficult lessons in this if we've been investing long enough (I thought I was clever selling INTC Aug 75 calls until I got called away!) Anyway, BIG WELCOME BACK! (We can use you around here!) Jeff