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To: Lynn who wrote (3853)	8/2/2000 11:59:15 AM
From: Normandi	Respond to of 10934

Hi Lynn I would suggest some of the "new" entrance into the storage market has some effect on the current market of storage companies. NTAP earning will be out soon and stock price should reflect a very strong quarter in the upcoming days. Cheers ~Norm

To: Lynn who wrote (3853)	8/2/2000 2:04:09 PM
From: pirate_200	Respond to of 10934

> Thread: Any comments as to whether the current weakness in > NTAP is solely related to the stream of announcements the > past few days from other companies getting in the NAS market? Probably more to do with momentum traders and "technical analysis" resistance/support price levels. NTAP had a good run-up with the NASDAQ and has had an equally bad falling with the NASDAQ, I think the price has more of a correlation to volatility in the NASDAQ than volatility caused by competition. > Now IBM is even going to expand their storage offerings to > include NAS according to a research report at ML that > came up when I searched for new research on NTAP > this morning. Well, NTAP has a roadshow announced for mid-August with the press, maybe he who announces new products last, announces loudest?