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To: DownSouth who wrote (979)	5/18/1999 4:31:00 PM
From: Danny Chan	Read Replies (2) \| Respond to of 10934

I like it! 20% QoQ revenue increase, higher than all the estimates. EPS in line due to more share count. Wait fo the CC replay. Is there any live feed available on the web?

To: DownSouth who wrote (979)	5/18/1999 4:42:00 PM
From: Beltropolis Boy	Respond to of 10934

DS. from a cursory glance, revs were a whopper! see below for a recap of previous revenue growth. by my calculations, on a sequential quarter basis, gross margins decreased very slightly from 59.24% to 59.05%. net profit margin also slid: 12.4% to 11.8%. however, NTAP continues to reverse the trend of 'slowing' revenue growth (quarter-over-previous-year-quarter) and obviously hit earnings on the nose. Q4 FY99 vs. Q4 FY98 = $90.8M vs. $50.4M = +80.3% 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% just wait till next quarter. this one reported through apr 30 and DELL began shipping filers on may 3!