Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DownSouth who wrote (3590)	7/7/2000 5:09:02 PM
From: Joe Hoek	Read Replies (1) \| Respond to of 10934

I'm sure most of you have already seen this: Toshiba looks to tap server appliance trend: rd.yahoo.com*http://www.news.com/News/Item/0,4,84-2214814,00.html?pt.yfin.cat_fin.txt.ne Doesn't seem to be a threat to NTAP. I thought we were going to break out today when we broke 84, volume spike to boot, yet we closed off 3+ from the high. Just a Friday don't hold over the weekend syndrome? Nice clean bounce off the 50DMA at 72 1/2 yesterday.

To: DownSouth who wrote (3590)	7/8/2000 11:53:44 PM
From: tekboy	Read Replies (1) \| Respond to of 10934

moneycentral.msn.com "Consider the case of Network Appliance (NTAP, news, msgs), which came up short in its July, 1999 quarter as sales growth failed to match expectations. (In this case, "coming up short" meant matching analyst projections instead of producing the expected earnings surprise, and reporting revenue growth of "just" 80%.) That's led to talk among analysts that the quarter that ends in July will be "seasonally" weak for the company. Could be. But this kind of seasonality isn't a major factor in the long-term fundamental story of Network Appliance, and it's certainly less important than, say, the June 21 announcement of a new product that works with Oracle's new 8i Internet software. Thanks to the possibility of seasonality, a stock that traded at almost $87 on June 20 was selling for $73 on July 6. To a long-term investor, that's an opportunity to buy on short-term weakness." tekboy@fyi.com