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To: Shaw who wrote (10670)	2/22/2001 8:31:50 AM
From: Shaw	Read Replies (1) \| Respond to of 13572

To:JakeStraw who wrote (6730) From: Shaw Thursday, Feb 22, 2001 8:26 AM Respond to of 6731 oops, it helps to look around a little more sometimes, just found this Recent ON24 content for NTAP: Audio: ON The Move: Analyst on BRCD Warning: Storage Not Immune 21-Feb-01 9:15 PM I guess the link won't work from here, so just go to on24, the thesis is the BRCD news has to be indicative of a slow down in the storage sector

To: Shaw who wrote (10670)	2/22/2001 9:44:00 AM
From: Boplicity	Respond to of 13572

re: the question is has enough of the slow down been factored into NTAP's current stock price, to allow for a bounce in here. You can extend that question to all of the stocks that have reported good earning and even up out look. It's doesn't take much to change the tone around a sector, as we are seeing from the network area. << 09:37 ET EMC Corp (EMC) 42.95 delayed: -- Update -- Says thus far in Q1, global demand has been strong, though, pockets of the U.S. been challenged by a sharp drop-off in spending by Internet companies. While positive on near-term outlook, notes that large companies' approval processes for major IT projects may lead to longer selling cycles. >> Greg