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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: waverider who wrote (23183)	11/1/2001 8:31:40 PM
From: BirdDog	Read Replies (1) \| Respond to of 52237

Haven't seen you around these parts much... That's because I spend 99% of my time here listening. I know the company too...by way of some employees who work there....Storage is looking to be a commodity play. If you knew employees there. You would know that ntap's hardware has always been a commodity. You would know the special offering is ntap's software. You would know that ntap is the only company who has a total storage solution when companies like EMC are only talking about tying SAN islands together. You would know that ntap has been able to keep margins up while EMC's margins have gone down the drain. You would know that the only problem ntap has in keeping up 100%+ Y/Y growth is the economy...not competitors. You would know that NTAP has been kicking EMC's rear end ever since it started competing head to head with them in SAN. You would know this competing head to head with EMC started with the introduction of NTAP's last product to complete it's total storage solution on June 18th. You would know that NTAP's stock has taken a beating based on analysts who insisted that ntap would never be any more than a little NAS company. You would know that those same analysts are now having to face the fact that NTAP is much more than a little NAS company and has a revolutionary total storage solution. You would know that, even though everybody's minds went blank and nobody bought anything for two weeks after the Twin's destruction... NTAP is still going to be able to make earnings this quarter. And there are analysts saying it should be able to exceed earnings. If you knew people who work for NTAP, you would know NTAP has what it takes to revolutionize storage and dominate the entire storage market. If you knew NTAP employees... BirdDog