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

To: mtnlady who wrote (8819)	8/1/2001 7:10:49 PM
From: BirdDog	Read Replies (1) \| Respond to of 10934

. For most companies their PE's are still way too high for their estimated future growth. Not to argue...only discuss the subject. I've heard from a very good source that the Institutional buyers have given up on valuations. They know it doesn't mean anything right now. Valuations and forward estimates are a hodg podge of number hypothesis only. Also do agree with you that we'll have better buy in opportunity. Am considering trying to scalp this rally a bit. I do think there is the possibility that after earnings, ntap go up and not look back at these lows. Save possibly a 1998 type crash this oct. I'll keep the stop loss orders up to date and hope for something like that. BirdDog

To: mtnlady who wrote (8819)	8/2/2001 8:32:18 AM
From: JakeStraw	Read Replies (1) \| Respond to of 10934

mtnlady, Don't bother with differing opinions when it comes to Cb. He's like those analysts that touted NTAP as a buy in the $100's, then 50's, 40's, 30's, etc... The same clouded, misguided, one-sided school of thought that said the storage sector was immune to a slowdown in IT spending and a general weak macro environment.