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

To: Uncle Frank who wrote (10145)5/14/2002 5:01:28 PM
From: Winston Chen  Respond to of 10934
 
Two key points that might turn the stock around in AH.

GM is still above 63%

Secondly, NetApp "successfully built backlog levels". This
means that NetApp has 20-30 days worth of sales backlog
in the last two quarters. That translates into $44-60
million in backlog. I am sure this will come up again in the Q & A.



To: Uncle Frank who wrote (10145)5/14/2002 6:23:56 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 10934
 
Guidance was flat for next quarter. The stock goes up, if investors are willing to give them the benefit of the doubt, about it being due to seasonality. I'm going to seriously think about adding, if we get (another) dip to 15 or lower.


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