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Technology Stocks : National Instruments (NATI) - Insight, please? -- Ignore unavailable to you. Want to Upgrade?

To: Randy Ellingson who wrote (163)	3/28/2000 8:45:00 PM
From: NotNeiderhoffer	Read Replies (1) \| Respond to of 217

RE, C.E. Unterberg, Towbin initiated coverage on NATI after the close today (March 28th) with a strong buy and a $75 price target. highlights include -revenue growth running above historical trend of 20% -Internet distribution, ni.com, grew 90% sequentially last quarter and accounted for 3% of revenue in the December quarter. They have recently opened their storefront and will begin to pick up advertising and transaction fees. Thewebsite is the second most visited site on the web by the engineering community. -NATI's tools enable remote operation of of plant, equipment and measurement systems thru web connections. -Agilent is the company's largest competitor but also among the largest clients. Agilent frequently embeds NATI's software in it measurement tools. Agilent is clinging to proprietary devices that are not web enabled. NATI is taking market share and yet NATI's stock trades at a 30% discount to Agilent stock. Lets see if the analyst has any clout tomorrow NotsureiftheDoctorwalksonwaterinAustinNeiderhoffer