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To: Chaz who wrote (2018)	1/7/2000 8:38:00 AM
From: DownSouth	Respond to of 10934

Hey, Chaz! Welcome aboard. Thread, Chaz is an old friend, most recently from the G/K thread. He is a smart, polite investor and is a real plus for us here.

To: Chaz who wrote (2018)	1/7/2000 12:47:00 PM
From: HDC	Respond to of 10934

Chaz, HI! Yes, I have the report from Robbie Stephens. They initiated coverage last May. In that initial report, they stated " we believe that the revenues and earnings predictability for NTAP is quite high, which justifies a premium multiple." They were also enthusiastic about the fact that a growing part of their revenues and earnings are recurring "based on the growing installed base". BB Robbie Stephens is one of the best houses covering tech. Their new coverage was one of the main reasons I researched and bought NTAP back in late May. Their team of Dan Niles, Alex Mou, & Dane Lewis is fabulous. I became a big fan of Dan Niles after he correctly claimed last year that growth was slowing at Dell Computer while other analysts were predicting more blue skys ahead. I switched from Dell to NTAP after I realized he was correct about Dell's growth rate. Most of the other analysts covering NTAP are very good also including Steve Milunovich at Merrill Lynch. Best, Duncan