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Technology Stocks : For Hedge Fund Analysts and Managers

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To: Wizard who wrote (198)	8/21/2000 1:38:03 PM
From: Beltropolis Boy	Read Replies (1) of 499

wiz. with NN and TD on vaca's and me on semi-permanent vacation, looks as if you may have to entertain yourself with coachbobknight. (don't know your take, but i can't fully comprehend his moniker -- white man can't jump? my port' don't have crazy-mad up's? penchant for headbutts? -- nevertheless, he's a former Wahoo and seems to have a decent inside game.) >NetApp netCache: Down sequentially Cacheflow: +75% sequentially I like NetApp the company, its just that the stock is overvalued.< can't really argue with you here, although i thought that press release was pretty lame following their coup d'etat: Message 14229091 fwiw, i bought my first slug of NTAP in early '99 and have watched it quickly become my second-largest position. blind luck on timing, i suppose, but despite its valuation, i don't see a compelling reason to bail and will continue to hold the shares. care to share any of your "will-never-sell" Buffettesque holdings?

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