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To: DownSouth who wrote (646)	2/18/1999 3:54:00 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 10934

>I believe that NTAP dropped today in sympathy with Dell, as >NTAP is Dell's NAS supplier. Also, meeting expectations wasn't good >enough. We needed another penny. DS. so, do you think we didn't make infamous 'whisper' (i.e., $0.13)? in my opinion, this is typical street myopia. as i'm sure you're aware, since Q1 FY98, NTAP has sequentially increased earnings by a penny. that's over seven straight quarters. by my calculations, gross margins increased sequentially very slightly to 59.2% from 59.0%. NTAP also reversed a trend of 'slowing' revenue growth (quarter-over-previous-year-quarter): Q3 FY99 vs. Q3 FY98 = $75.6M vs. $44.0M = 71.8% Q2 FY99 vs. Q2 FY98 = $65.6M vs. $38.4M = 70.8% Q1 FY99 vs. Q1 FY98 = $57.4M vs. $33.4M = 71.9% Q4 FY98 vs. Q4 FY97 = $50.4M vs. $28.9M = 74.4% Q3 FY98 vs. Q3 FY97 = $44.0M vs. $24.8M = 77.4% Q2 FY98 vs. Q2 FY97 = $38.4M vs. $21.0M = 82.9% Q1 FY98 vs. Q1 FY97 = $33.4M vs. $18.5M = 80.5% until the 10-Q, i don't see anything wrong top- or bottom-line. for the long-term folk, fundamentals are still rock solid. attention shoppers, the blue light is now flashing in aisle #2: appliances! -chris.

To: DownSouth who wrote (646)	2/18/1999 4:52:00 PM
From: Thomas Haegin	Read Replies (2) \| Respond to of 10934

I don't know about "bad" news on EMC, haven't heard any... After looking at things, I think the NTAP results are just fine. If they can sign up big guns like AIG, that's a good sign. I would think though that AIG also buys from EMC also. Is there anyone here who can briefly say whether EMC and NTAP products are mutually exclusive at one installation site or can they coexist? Using EMC for such kind of work/needs and NTAP for something else... I imagine they can coexist. regards, Thomas