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

To: Lynn who wrote (6404)2/9/2001 12:34:23 PM
From: HDC  Respond to of 10934
 
Lynn, Hi! Thanks for the ML report. Please provide the rest of the report when it is available.

I've read Lehman's & Robbie Stephen's report. They focused again on the competitive pressures, economic situation, yada-yada-yada. I'm glad to see someone (ML) show some enthusiasm for a great report!

You might want to listen to the Q&A from yesterday's conference call. NTAP really think they are the better solution in the debate between File level & Block level transfers - which is better for a database? They point to Oracle selecting NetApp filers for the ASP service for the 60+ largest companies in the world.

Thanks again,

Duncan



To: Lynn who wrote (6404)2/9/2001 2:24:55 PM
From: Bob Kim  Respond to of 10934
 
Lynn, Re: Thomas Kraemer/James Berlino: Network Appliance: Slowdown? Road Kill? How About Big Enterprise Momentum Instead

How about where did your $185 price target go?



To: Lynn who wrote (6404)2/10/2001 7:10:48 PM
From: Gregory Rasp  Read Replies (1) | Respond to of 10934
 
Lynn, whatever happened to Milunovich at ML? Wasn't he the analyst that really started all the NTAP clamor at ML?

GR


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