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Technology Stocks : Network Appliance

NTAP 117.38

+1.2%

2:24 PM EST

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To: im a survivor who wrote (5421)	11/29/2000 6:26:22 AM
From: Allegoria	Read Replies (2) of 10934

KG4, I know you weren't asking me, but may I reply? I mean anything I say without the least bit of... This market has taught me more in the last year than I care to learn. "I have been watching ntap for quite some time." And I have been playing ntap for quite some time. It has run, fallen and gotten up to run some more. Imo, volatility can be used 'if-you-can-figure-it-out'. Use it like the sledgehammer it is and be careful! It is dangerous. I know LTB&H is popular so I realize my perspective would not work for everybody. My thinking is that LTB&H is GREAT for people not plugged-in. Not monitoring - not reading - busy working. Perhaps they don't have the time or interest. LTB&H is the only answer for this person. That is the majority and that is one reason why LTB&H is so popular. But us guys…as 'investors' - your advantage is that you study these markets as good as anyone (considering our relative tool-sets); therefore you are 'plugged-in'. And we both know surprising riches are rewarded if we can just study correctly. Imo. If you like Ntap and won't feel as bad with it if you get burned, then Ntap is great for you. But work it. Get every dime you can out of it. Ntap has been in the right place at the right time. Great idea. But "us" as investors are hoped to at least call long-term trend lines…don't you think? Riding shares down in the face of rising interest rates & oil, huge increases in expectations and the like, isn't right. To me, Ntap's story looks surprisingly comparable to EMC's. The abstract is that they are both selling systems that the companies themselves claim, no one else can make. But I wouldn't count IBM & SUN & Co.s. out of this game yet either. Ntap's not that big or bad. Imo. Good luck, Eric

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