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To: Uncle Frank who wrote (9091)	9/5/2001 9:05:35 AM
From: Mathemagician	Respond to of 10934

OT -- Not necessarily. Besides, BLLS is not the largest among these so it is apparent that they make the distinction. M

To: Uncle Frank who wrote (9091)	9/5/2001 10:08:18 PM
From: John Madarasz	Read Replies (2) \| Respond to of 10934

Make sure to vote "YES" for common shareholder dilution. excerpt from the latest 14A Proxy Statement dated 8/24/01: The Annual Meeting of Shareholders (the "Annual Meeting") of Network Appliance, Inc., a California corporation (the "Company"), will be held on October 18, 2001 at 3:00 p.m., local time, at the Company's headquarters, 495 East Java Drive, Sunnyvale, California 94089, for the following purposes:... 2. To approve a series of amendments to the Company's 1999 Stock Option Plan (the "1999 Plan") which will increase the share reserve under the plan by an additional 13,400,000 shares of Common Stock and effect certain changes to the automatic option grant program in effect for the non-employee members of the Board of Directors. 3. To approve an amendment to the Company's Employee Stock Purchase Plan (the "the ESPP") which will increase the share reserve under the plan by an additional 3,000,000 shares of Common Stock and extend the term of the ESPP to the last business day of May 2011. I realize that since there's no chart link, this post might fly above...or below...certain board radars<gg> Hope all is well. Regards, John M

To: Uncle Frank who wrote (9091)	9/7/2001 5:20:23 PM
From: Jacob Snyder	Read Replies (8) \| Respond to of 10934

First post today, and only a few in the last week. Everyone stunned into silence? In the last few days, I've gone from 40% to 10% cash, initiating or doubling up on positions in QCOM, CSCO, EMC, and TXN. A quote from tfm (my manual): (investors) illogically become euphoric when stock prices rise and unhappy when they fall. They show no such confusion in their reaction to food prices: Knowing they are forever going to be buyers of food, they welcome falling prices and deplore price increases. (It's the seller of food who doesn't like declining prices.) The most common cause of low prices is pessimism - some times pervasive, some times specific to a company or industry. We want to do business in such an environment, not because we like pessimism but because we like the prices it produces. It's optimism that is the enemy of the rational buyer. None of this means, however, that a business or stock is an intelligent purchase simply because it is unpopular; a contrarian approach is just as foolish as a follow-the-crowd strategy. What's required is thinking rather than polling. Unfortunately, Bertrand Russell's observation about life in general applies with unusual force in the financial world: "Most men would rather die than think. Many do." Buffett