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To: DownSouth who wrote (3049)	4/8/2000 9:14:00 PM
From: KevRupert	Read Replies (2) \| Respond to of 10934

DownSouth, I agree that NTAP is an excellent company with great growth prospects. Assuming that one is a buy/hold investor, than of course the investor would hold this stock. Is a stock ever overpriced? I would argue that great companies can have overvalued stock prices. I believe that the analysts are giving full Professor Christensen "discontinuous innovation" value to NTAP. A company that grows at 75% is overvalued if it trades at 200x earnings. The risk reward is imply not in balance. Although I like the great growth stocks, I believe they are not great buys at any price. Any earnings disappointment puts the investor at great risk, much more at risk than than the average stock. Having said that, I'm holding what I have in NTAP! Just my opinion, Respectfully, advalorem

To: DownSouth who wrote (3049)	4/9/2000 4:27:00 AM
From: Dr. Id	Read Replies (2) \| Respond to of 10934

NTAP will continue to appear over-valued in the years to come, as any owner of discontinuous innovation in a rapidly expanding market tends to enjoy. Jerry, Are you anoiting NTAP as a Gorilla? I had thought that the book was still open, and that the main question was whether they had a discontinuous innovation or not. Correct me if I'm wrong (I'm sure that you will!), but I don't remember you stating that they had a discontinuous innovation before. JB

To: DownSouth who wrote (3049)	4/10/2000 1:17:00 PM
From: HDC	Read Replies (1) \| Respond to of 10934

DS, Do you know where Dutkowsky is going? I was wondering why he took the move to DG when it was announced following the acquisition. See below: EMC's Data General division chief resigns By Ross Kerber Globe Staff, 4/7/2000 EMC Corp. said Robert M. Dutkowsky resigned as president of its Data General division, six months after EMC purchased the Westborough-based computer company. He will be replaced by Joel Schwartz, formerly Data General Corp.'s general manager. EMC, the maker of data-storage products in Hopkinton, said Dutkowsky quit to become chief executive of another public company, which it wouldn't name. Dutkowsky wasn't available for comment, EMC said. EMC's Data General unit employs about 3,000 people who develop and sell server computers to corporate customers. Data General's other main product line, midrange data-storage devices, has been merged into other EMC divisions. Dutkowsky once was a rising star at EMC, which he joined from IBM Corp. in 1997, and had been executive vice president for marketing and channels. But he took a pay cut and ceased to be an executive officer when he was tapped to lead the Data General division last October, after EMC bought it for about $1 billion in stock. Now Schwartz, 57, a 10-year Data General veteran, will report to Joseph M. Tucci, EMC's president and chief operating officer. EMC's shares rose $6.50 to $133. Best, Duncan