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To: JakeStraw who wrote (9067)	8/29/2001 2:48:28 PM
From: Dr. Id	Read Replies (3) \| Respond to of 10934

Cb, You aren't getting paranoid, or on the other hand egotistical in thinking that your bright & cheery eternal optimism can somehow influence the price of NTAP are you?? :^) I don't know...since he's been posting again, it's been UP UP UP!!! :-) Dr.Id@atthisrateIllrecovermymoneybymyninetiethbirthday.com

To: JakeStraw who wrote (9067)	8/29/2001 7:54:56 PM
From: Crystal ball	Respond to of 10934

NTAP first to use Intel's Infiniband DAF Direct Acess File system, that will "speed" up storage, and drive NTAP price performance upward, in addition to NTAP's continued innovation in SAN convergence of NAS and SAN storage systems. bigcharts.marketwatch.com In a down market, I would not be so humble as to assume I kept the price of NTAP up alone. The Smart Money agrees with Warmenhoven's statement that STORAGE will lead the techs on recovery, its really an issue of EARNINGS and earnings in the storage sector of necessity will lead the other techs in the recovery from this 2nd Greenspan induced EARNINGS recession. You can not say the same for chips or other products that have become commodities, because in an earnings recession there is the issue of inventory gluts, you would have to consider box makers, computer makers the same as the commodity inventory model unless they had developed very new and revolutionary product a whole new box. The same can not be said for software and services, and those hardware products that combine software and services. They defy commodity inventory models. Services by their definition, are a limited resource, and thus not a commodity but obtain a premium price structure in any change in the supply and demand classic economic model. This is where NTAP stands in the tech space, any increased demand for the limited resource of storage software and services coupled with cheaper NAS storage devices gives NTAP a price point advantage, and that means it should lead in capturing market share and capturing increased EARNINGS in any earnings recovery from the earnings recession we are climbing out of. Just remember 40 weeks out of 75 years (3900 weeks) for stock price performance means that you have to stay invested even while a GROWTH Stock like NTAP underperforms as has the whole market, in order to capture that profit in the 1% recovery rally week, and no one knows which 1% week or weeks the recovery rally will occur, just that as the recession prolongs itself from a V curve to a U curve to an L curve, the recovery week is more and more probably closer to the present, the risk of missing it outweighs selling, that same risk (lost opportunity cost) trends to a clear BUY signal more and more. That is what happened today, NTAP was up, the rest of the market was down. The smart money knows that NTAP is a BUY. I am, Truly your$, -Crystal Ball