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To: Boplicity who wrote (5090)	11/17/2000 5:37:59 AM
From: Pigboy	Read Replies (2) \| Respond to of 10934

Hey Greg, Long time no paddle from the early Ancor days. ;-) Personally, I think the value of NTAP will take a little time to adjust because it appears it's revenues and earnings have slowed (even though they are still going gangbusters). Wall Street seems to care about one phrase, "Accelerated Revenues and Accelerating Earnings." Comparing the last years statements, it appears this acceleration is no more. Maybe I am speaking on way too simplistic of a level (I'm sure I am), but it made sense that NTAP would get the crunch after checking this out. Is it really getting this simple? Please someone, jump in and tell me this isn't so... Don't misunderstand me, stocks can come back again from periodic slower growth periods (ie. transitions to newer technologies/products). One doesn't have to look too far to see stocks like QCOM and QLGC (as the market is picking up on) moving back to faster acceleration periods following slowdowns. To me, from what little I know, I'd prefer to wait to see on NTAP here and heck, more power to all who pick in here and are rewarded. I don't like the risk personally, especially with the likes of DELL, EMC, and SUNW locked and loaded at NTAP now... As far as accelerated revenue and earnings (ie. i like csco, brcd, sunw, qlgc)...these types of companies are the ones to bargain hunt for here...got any ideas? ;-)) ALL IMHO, pigboy