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To: DownSouth who wrote (6055)	2/2/2001 9:03:30 AM
From: KY	Read Replies (2) \| Respond to of 10934

Downsouth, I am shocked to see the words "sell" and "Ntap" in a Downsouth post. I wouldn't think price would have anything to do with it...do you think the fundamentals have changed here? Thanks. KY

To: DownSouth who wrote (6055)	2/2/2001 9:35:11 AM
From: cfoe	Read Replies (1) \| Respond to of 10934

I read the notes from ML conference (Post # 6023 - thanks TD) and assume the conference was recent, but when? Reason I ask is that company is now in quiet period and must have been for a week or two. Typical for negative comments to come out when a company can not respond. And with the new rules, no one else is in a position to either. On the upside, per ML meeting notes, DW sounds very positive. On the downside, with the dot-com market collapsing, NTAP needs to moving into the enterprise market. Up - with slowing economy, companies need to be finding lower cost solutions. Down - It takes a while to convince the larger companies to switch vendors. etc., etc. Disclosure - I sold half my NTAP many, many months ago and it has sold well above and somewhat below. It is below right now and I am tempted - but hesitant - to bring my position back up. Waiting for the call and forward guidance may mean paying more, but it does protect on the downside.