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To: Dana Johnson who wrote (6574)2/12/2001 12:51:35 AM
From: Uncle Frank  Respond to of 10934
 
>> that answer encouraged me to take a short position in NTAP. I would not expect sales people to have good visibility to "macro" business issues.

I don't think macro business issues have anything to do with it. Dan was talking about orders that are projected to ship between 2/1/01 and 4/30/01. Most of the required bookings are either in backlog or in the sales force's desk drawers by now.

uf



To: Dana Johnson who wrote (6574)2/12/2001 12:53:28 AM
From: EnricoPalazzo  Read Replies (1) | Respond to of 10934
 
Frankly, that answer encouraged me to take a short position in NTAP. I would not expect sales people to have good visibility to "macro" business issues. But, then I am often wrong ....

Remember, though, that Laura followed up with "how accurate were your field projections in the past", and Dan answered "Very."


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