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To: Beltropolis Boy who wrote (196)8/17/2000 5:24:30 PM
From: NotNeiderhoffer  Respond to of 499
 
CM,

Looks like the Listwin hype blew out like a Candle in the Wind. And as far as I know Kobi has not run a white flag up the pole yet. But this story is far from over.

We need to get back our good vibes over here. Its feeling more like Altamont than Woodstock. Remember, Wiz is alright by me. As long as he does not work at Botti Brown LLC.

NotsureifanalystdeaththreatsshouldbelimitedtothesellsideNeiderhoffer



To: Beltropolis Boy who wrote (196)8/17/2000 10:29:19 PM
From: Wizard  Read Replies (2) | Respond to of 499
 
Hey Chris, NetApp is a great filer company but there is no synergy in caching. Its a different sell and Cacheflow is in the right spot at the right time.

NetApp netCache: Down sequentially
Cacheflow: +75% sequentially

I like NetApp the company, its just that the stock is overvalued.