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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: y2kate who wrote (34756)	11/14/2000 6:38:56 PM
From: mtnlady	Respond to of 54805

My take is that folks wanted NTAP to blow out numbers not just exceed estimates by a penny (I believe NTAP tends to be rather conservative). Growth still excellent (approx. 109% year to year - tornado is still with us) although tapering back a bit from last quarters growth (approx. > 130% year to year). In short - a high priced stock that folks wanted to blow out earnings/expectations rather than just exceed estimates. I am curious if NTAP deferred a greater portion of their revenue. Waiting for, DS, our NTAP expert, to review the cc and give us his 2 cents worth.