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

To: HDC who wrote (1474)	10/5/1999 1:24:00 AM
From: DownSouth	Respond to of 10934

Nice work, detective HDC!

To: HDC who wrote (1474)	10/5/1999 1:37:00 AM
From: Dr. Id	Read Replies (1) \| Respond to of 10934

Merrill Lynch analyst, Steve Milunovich, put out a report today titled "Third Quarter Earnings Preview". EMC, Sun Micro, and our favorite, Network Appliance, were listed as companies that were most likely to beat the analysts' consensus estimates. Steve is "the man" in the computer hardware space and his comments carry a lot of weight. I don't know...another possibility is that I've been telling a lot of people about NTAP. Usually, when I talk about a stock it goes up 5 or 6 points. Actually, come to think of it, I only told a few people about NTAP and I don't think any of them bought it today. So maybe it was the guy from Merrill Lynch after all. <g> JB

To: HDC who wrote (1474)	10/5/1999 10:00:00 AM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 10934

>Merrill Lynch analyst, Steve Milunovich, put out a report today titled "Third Quarter Earnings Preview."< excellent -- thank you, duncan. did you happen to read the report? if memory serves lucid, danny chan posted a very nice link to one of Milunovich's bulletin's a couple weeks ago. i must admit that i was encouraged by Warmenhoven & Mendoza's comments that Data General's offering is still 12-18 months off and EMC's Celerra is still see-through (well, next to our filers). <vbg> although it's probably worth noting the ML served as an underwriter for the secondary offering earlier this spring. -chris.