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To: tripperd2 who wrote (7234)	3/21/2001 8:56:58 PM
From: BirdDog	Read Replies (4) \| Respond to of 10934

I don't know at all about what they have to do. I do believe that ntap doesn't have the foggiest idea of how they will do in the near future...That is due entirely on this goofy economic situation. I just heard a so called expert on tv talking about in the past there were times that the economy actually went into recession based simply on fears. People and companies just didn't spend because of their fears about the economy. He thought that is what is happening now. NTAP's expectations have been cut drastically. So I doubt they will warn. NTAP has simply now set forth guidance based on the analysts. So they could do anything. Their enemy is simply the economy...not any competitors. They should be reporting again in the first week of May. Don't be surprised if we have to wait till then for any financial statement from them. BTW: I, for one, would welcome more TA here. But not when they come in here with condescending attitudes toward our deep research into ntap. Heck, just checking up on DS's statements is a full time job. I would love good TA input here. But with recognition of the company's market, position in the market, and strength to succeed. Not a condescending attitude toward us who invest in companies instead of playing the market. BirdDog

To: tripperd2 who wrote (7234)	3/22/2001 12:23:37 AM
From: DownSouth	Read Replies (1) \| Respond to of 10934

tripper, I believe that NTAP ends its FY around April 25. I don't believe there is any regulation that requires a company to "warn". A well-managed company, especially in this environment, would be well advised to warn if they are not able to manage to expectations. I am optimistic that NTAP will make its quarter. My optimism is based entirely on my own perception of NTAP's competitive situation, the strength of its management team, and the talent of its sales force. To balance the IT spending budget cuts, I think NTAP is likely to fare well through these rough waters. I am encouraged by the fit of their product set in the Enterprise marketplace (as well as the less healthy telecom and dotcom marketplace. The current cautions spending postures of NTAP's customers and prospective customers is to NTAP's advantage in particular, due to NTAP's documented advantage in total cost of ownership compared to EMC. I perceive a fear of the other "new" storage technologies that Gilder waves in front of us. Don't forget that George is having no picnic in these times either. He needs to sell $400 newsletter and $5000 seats in his seminars. Of course, whether the VCs are willing to fund these next great things is another question to ponder. These new ideas do require watching, though. I'm holding. But what else can I do? I missed the "sell high" part, and I don't want to compensate for my mistake with a "sell low" strategy on this end of the game.