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Technology Stocks : Network Appliance

NTAP 107.32

+4.0%

Nov 21 9:30 AM EST

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To: The Gambler who wrote (10010)	4/9/2002 1:54:05 AM
From: BirdDog	Read Replies (1) of 10934

Yes, basically I mean the overall view of the economy and how future expectations are falling short for this year. I'm no expert. I just try to look at the big picture. Lets face it; NTAP is highly unlikely to swim upstream in a downstream economy. It may start against the current earlier than others. But that's the best I can expect. MrMarket is our biggest play here. We just need to be smart and go with the flow. I've pretty much given up trying to rationalize "strength". It is where it's at...just stay sharp and play it. As far as six months from now? I don't know. I do have to lean toward the opinion of a major bottom in July. Makes sense...they have lost hope...then in July they can say: "2003! That's it! That's when we'll recover!" Then they'll run things up 6 months ahead of expectations. We'll continue to proceed with them all looking for anecdotal evidence that recovery will still be in hand in 2003 or not. If not...we'll see the same thing that happened after the April 2001 run up...and now.... BirdDog@Prairie.com

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