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

To: DownSouth who wrote (3989)8/14/2000 9:24:28 PM
From: MulhollandDrive  Read Replies (1) | Respond to of 10934
 
Hello Jerry,

If the stock sells off due to the seasonality factor relative to Q1, I'll pick some up. I agree with your prior post that NTAP is managing earnings expectations well, but the momo's tend to get the stock overextended going in. I'm thinking there will be the usual post earnings price slump, but no more than the usual consolidation, I don't see a trend reversal in the offing....



To: DownSouth who wrote (3989)8/14/2000 11:00:57 PM
From: Danny Chan  Read Replies (1) | Respond to of 10934
 
DS. In the CC, book to bill issue was explained as "the historical pattern is to maintain backlog at very comfortable levels without impacting or in any way jeopardize customer satisfaction through long delivery cycles.", can you tell me what this means and how does it tie together with book to bill?
Thanks,


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