someone was asking how I could be positive on NTAP after being negative. I explain this to you all here before but it must of gotten lost in my chicken scratch. There is some other comments that have some meaning concerning account management mixed in.
<<When I look at buying a stock I look for the negatives. I will fight tooth and nail for the negative side, since I feel the negatives are the hard part to uncover, positives are everywhere, since that's part of human nature. You have to go to the dark side in order to find out how safe it is on the everything will be find over time side. That's how I do it, some people don't like it, tuff doo doo. The idea is to make money! This is not the minors, this is the big leagues, either you have proper money management plan in place or you out to the game. Hope will get you no where fast in the market! I think the outlook for storage is fantastic, and NAS will be the way to go, NTAP is the pure play in the sector. It's hard to find a company that is a pure play in large fast growing sector as storage. I had problem with NTAP's valuation, as I did and still do many stocks, the market is taking care of that part of the equation, everyone should be happy about it too. Think deals on wheels. I will be more then happy to see the market go down to 2600, better 2200, the faster that happens the quicker the market will recover.>>
Greg |