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


To: DownSouth who wrote (3982)8/14/2000 9:10:45 PM
From: Jack Hartmann  Read Replies (1) | Respond to of 10934
 
Once again excellent cc notes. Thanks. Jack eom



To: DownSouth who wrote (3982)8/14/2000 9:12:33 PM
From: MulhollandDrive  Read Replies (2) | Respond to of 10934
 
Thanks for the summary DS.

Very nice quarter for NTAP.



To: DownSouth who wrote (3982)8/15/2000 12:30:22 AM
From: tekboy  Read Replies (2) | Respond to of 10934
 
nicely done. thanks.

tekboy@moreleapsonway.org



To: DownSouth who wrote (3982)8/17/2000 11:42:26 AM
From: Beltropolis Boy  Respond to of 10934
 
kudos on the kewl post o' the day, DS. and thanks much for stepping up and posting your personal notes.

>NetCache = 4% "unpredictable" down from 8% Q4.

well, despite DW's claim that in caching "we have almost as much booked this quarter in two weeks as we reported for revenue last quarter," i note that the PR folks over at CacheFlow are taking notes and earning their keep. they wasted no time in announcing that they have now usurped us for pole position:

cacheflow.com

cheeky bastards!

i'll give them credit for that nice Exodus deal, but i'll also await patiently for the day when one of their CC's mentions the word "unpredictable" too. talk about movement of jah people.

fwiw, CFLO expects to be profitable in three quarters.