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To: im a survivor who wrote (9533)	11/14/2001 10:43:13 AM
From: SecularBull	Respond to of 10934

I think that NTAP was priced to surprise, and that was not the case. Earnings were in the range, but not an upside surprise. Visibility issues are also impacting the stock. ~SB~

To: im a survivor who wrote (9533)	11/14/2001 11:24:32 AM
From: JakeStraw	Read Replies (1) \| Respond to of 10934

Analysts Predict EMC Will Take Over #1 Position in Network-Attached Storage (NAS), Maintain or Extend Lead in Key Growth Segments biz.yahoo.com -In networked storage, including both SAN (storage area networks) and NAS (network-attached storage) implementations, IDC projects EMC's revenue market share will be 38.9%, exceeding the combined revenues of the next three vendors. Within the external storage market, IDC forecasts overall networked storage market revenues will grow from $7.5 billion in 2000 to $8.1 billion in 2001, while the direct-attached storage (DAS) market is expected to decline 32.2% this year. EMC is the only supplier with greater than 5% share in both the SAN and NAS segments. -In the NAS market, EMC will meet President and CEO Joe Tucci's August 2000 prediction and overtake the previous market leader -- by nearly 10 points -- in 2001, according to IDC. EMC will have 42.3% share in a market expected to grow from $1.62 billion in 2000 to $1.84 billion in 2001.

To: im a survivor who wrote (9533)	11/14/2001 3:29:48 PM
From: Jacob Snyder	Read Replies (2) \| Respond to of 10934

Actually, I thought it was a pretty good report too. Sales stabilizing, margins staying high, the shift from a dotbomb to a enterprise customer base going well. I don't see anything in this report that changes the LT story. And I was very pleasantly surprised they kept GM up. IMO, the downtrend from last year's highs is still intact, until we go (and stay) above the 200DMA (now just below 20). And the ST uptrend is still intact, as long as we stay above the 50DMA (now above 12). Until we move out of that range (12-20), those trends are not broken, and I will do nothing. Those 2 moving averages will gradually converge, and eventually one of those two trends will win. It hasn't been decided yet. I'm not doing very well guessing how my fellow investors will react to reports, either. I thought they'd sell the QCOM report. Don't sweat the small stuff (15-20% daily moves).