Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Crystal ball who wrote (7027)	3/15/2001 11:15:33 AM
From: Jim DuBois	Read Replies (1) \| Respond to of 10934

CB: Where are you getting an earnings growth rate of 500%? .41 in 01 to .58 in 02 looks suspiciously more like 50% than 500. And that's without downgrades. Projecting 500% out 2-3 years would seem pretty much "voodoo economics" (to borrow from GW I ;)) given the uncertainties about who will actually end up the storage winner. Maybe I am dense (doubtless true since I did not sell at 150) but I just don't follow your numbers.

To: Crystal ball who wrote (7027)	3/15/2001 11:17:05 AM
From: SecularBull	Read Replies (1) \| Respond to of 10934

The evidence clearly suggests that NTAP is a huge LT opportunity at these levels. I have no concerns about the long term prospects. I would compare this opportunity to the one I had in early 1996 when I bought into DELL. We all know what happened there. ~SB~

To: Crystal ball who wrote (7027)	3/15/2001 11:26:23 AM
From: JakeStraw	Read Replies (1) \| Respond to of 10934

NTAP:MANAGEMENT MEETING HIGHLIGHTS- VISIBILITY REMAINS EXTREMELY LOW investor.cnet.com On 3/13 we lowered our rev and earnings EPS as a result of lengthened sales cycles and cont weakness in spending across multiple verticles in the US market. In addition, we highlighted concerns of increased price pressure and potential weakness in Europe. Yesterday, we hosted a series of meetings with NTAP, mngmt on the west coast and will visit additional accounts on 3/15 and 3/16. As expected there was no change to the official guidance, though there is clearly increased risk to this outlook.