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To: Pigboy who wrote (5098)	11/17/2000 8:49:52 AM
From: Boplicity	Read Replies (1) \| Respond to of 10934

spot on buddy, QCOM should serve as an example of what to look for, as in base building, while the market comes to terms with valuation. Greg

To: Pigboy who wrote (5098)	11/17/2000 10:14:17 AM
From: DownSouth	Read Replies (1) \| Respond to of 10934

Pigboy, NTAP's growth last year was an average 16% sequentially, 124% for the year. This year they are predicting 110% growth for the year ($580M vs $1.1B). They never predicted a 124% growth last year. They stuck to high a range of 75-85% all year. They are not going to predict 124% this year. I do not see this as guidance toward decellerating revenues as others have. I see it as responsible, conservative management of expectations. I am not disagreeing with you, but trying to make a point.