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

To: kas1 who wrote (884)	4/19/1999 3:16:00 PM
From: DownSouth	Respond to of 10934

Speculation on when the stock price will get back on track? Wonder if we'll get hurt by Y2K IT spending? I expect the stock price to recover as earnings date approaches in early May. I am expecting the usual $.01 surprise, but wouldn't be shocked to see a $.02-$.03 surprise. NTAP's sales are predominantly to companies that need faster, quicker storage. Their needs are not throttled by Y2K spending. The customers' need must be satisfied to take revenue to the customers' bottom line and/or to improve their subscribers "internet experience" at their website. Whereas PC upgrades can be delayed for a few months with no effect in favor of Y2K spending. (imo, of course) (btw, I am long AOL and ATHM. Rough damn week.)