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To: Cirruslvr who wrote (4869)11/3/2000 7:42:10 AM
From: DownSouth  Respond to of 10934
 
Cirruslvr, I think it is safe to say that 150% growth is not factored into the stock price ($105).

I don't think NTAP has lead anyone to believe that they are on a 150% track. I also think that NTAP is scratching their heads right now. The quarter was over about a week ago. They have the numbers. Now how to present them so that they are rewarded for their performance but not bridled by high expectations next quarter.

I expect this one was a blowout quarter with Y over Y numbers beyond any we have see so far.



To: Cirruslvr who wrote (4869)11/3/2000 11:53:10 AM
From: Winston Chen  Respond to of 10934
 
Cirruslvr:

It was this time last Nov. when NetApp started its 100% YOY
tornado-like growth. This quarter, with the new 800 series products
which command higher prices, I personally feel there is a good chance
the tornado is going to kick into high gear. 150% YOY
REVENUE growth is possible! Watch the back log as well.
Let's sit back and watch.


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