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To: DownSouth who wrote (6861)	3/5/2001 3:17:23 PM
From: Elroy	Read Replies (1) \| Respond to of 10934

Who thinks NTAP is going to make the forecasts for the April quarter? Almost everyone else in technology is missing March, who thinks NTAP is going to make their April numbers? If they are, then it is probably a good buy at current levels, if not, than not. That's the question. Elroy

To: DownSouth who wrote (6861)	3/5/2001 5:11:01 PM
From: HDC	Read Replies (1) \| Respond to of 10934

You got your request, DownSouth! VRTS reiterated their previous guidance going forward on the CC this afternoon. They have NOT seen the slowdown which others have claimed. Their speculation on Sun's & EMC's lower guidance could be due in part to their tremendous size and existing international presence. VRTS, NTAP, & EMC have all been trading higher following the update. Best, Duncan

To: DownSouth who wrote (6861)	3/6/2001 8:16:43 AM
From: D. K. G.	Read Replies (1) \| Respond to of 10934

SAN and NAS Convergence: Closer than we think. siliconinvestor.com