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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (5198)	11/20/2000 4:42:12 PM
From: im a survivor	Read Replies (1) \| Respond to of 10934

Greg, you yourself even said this could be a buy in here....possible downside to the $50's or maybe even $40's.....may I suggest this. You agree this is a gorilla and agree long term she will be a winner. It is obvious you want to own this stock ( i was just like you...watching this stock go up and up and up....wanting it, but getting scared by the valuation....I finally bought when it got chopped in half...looking at the big picture ), but you want it cheaper. Ac Vster would say, why not do the 1/3, 1/3, 1/3 approach. Grab a little...your in...it goes down, you average down, it goes up, you dont have to kick yourself in the rear for missing it again. Just a thought Good luck Keith

To: Boplicity who wrote (5198)	11/20/2000 9:45:54 PM
From: DownSouth	Read Replies (1) \| Respond to of 10934

OK, "what could knock NTAP off its pedestal." 1. More efficient content management/file system/OS combination innovation on a hardware platform that costs less to manufacture than NTAP from a company able to market the product against NTAP. 2. Someone copying NTAP's file system technology (WAFL) and successfully fending off NTAP's efforts to defend its IPR. 3. NTAP's failure to deliver the promised WAFS/VI-based products. 4. NTAP's failure to port the content management software to the ONTAP platform. 5. A competitor deciding that it will sacrifice its 50%+ gross margins in order to compete more effectively against NTAP. 6. Release of a defective product that adversely affects its customer's reliance on NTAP products. 7. Severe parts shortages from suppliers, especially Seagate disk drives and EMLX FC components. (The list in the 10-K is much more complete with good discussion. I recommend you read it.) Now please cut down on the emotive comments and self deprecation and please regain your constructive attitude. I don't wish to spar with you anymore.

To: Boplicity who wrote (5198)	11/21/2000 6:32:12 AM
From: 100cfm	Read Replies (1) \| Respond to of 10934

Greg, I hear where you're coming from with you're question of why can't Dell,EMC,and etc just dow what NTAP does or make what NTAP makes. My simple answer is just look at CSCO and SEBL. Why doesn't ORCL just make/do what sebl has/does, they are bigger and have more money and more people. Why hasn't anyone just done what CSCO has done for the past 10 years. I don't know the exact answer but obviously it's not as easily done as said. Dell,EMC and others can say they are going to do it and we can say anybody can do that, but for some reason no one seems to actually do it. I think you need to wait for someone to actually start doing what NTAp has already been doing for sometime now. There is always the possibility of something newer and better coming out, that holds true with EVERY tech stock. That's what makes the G&Ks what they are, they have the least possibility of being relegated to the extinct list.