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

To: DownSouth who wrote (5724)	1/4/2001 6:12:24 PM
From: pirate_200	Read Replies (2) \| Respond to of 10934

> The lack of warnings from NTAP during the end of this, > their 3rd quarter (and hardest) is a good sign, imo. > But I would like to hear others' opinions about this. My expectation, if you see any negativity, it'll be in forward projections for Q4/next year rather than any change in Q3 results. They had a good book-to-bill as of last conf. call and I would think their visibility, which says $1.1B for this fiscal year is the safe target, will be accurate. They seem to have a good handle on their business, but I guess we'll see how that goes. One thing you didn't mention was the new product, the 840. I have to believe there was a lot of demand awaiting that new product and that will really help Q3 into Q4. It also opens up more enterprise-level sales due to its higher capacity, so I would think that would also add to its demand.

To: DownSouth who wrote (5724)	1/4/2001 7:21:13 PM
From: Michael	Read Replies (1) \| Respond to of 10934

< The lack of warnings from NTAP during the end of this, their 3rd quarter (and hardest) is a good sign, imo. But I would like to hear others' opinions about this. > I would worry about NTAP talking down the analyst during the next conference call. Lowering expectations for future quarters. Not that I believe this will happen. It is just what I fear. all the best michael

To: DownSouth who wrote (5724)	1/4/2001 10:16:52 PM
From: 100cfm	Read Replies (1) \| Respond to of 10934

This is pure speculation on my part and is not intended to be a credible analysis of NTAP's shortterm performance. Maybe so. But sounds damn logical to me. In my simple non technical view, budget cuts mean CTOs must now take a look at alternate systems where as when money was no object they would just go out and buy a EMC SANs system for top dollar. If they are now forced to look at NAS due to money constraints they have to entertain NTAP and if what you say is true about the performance Delta between the two, then NTAP's numbers should be going up and not down as the market is expecting. It might not show up in this Quarter but should show up next quarter since that is when the new fiscal budgets will be in effect.