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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (4279)7/26/1999 7:09:00 PM
From: DownSouth  Read Replies (1) of 54805
 
Chaz,
I understand your "rethinking NTAP". I would be interested in why you think it will be in a narrow range for a while. Their growth continues in the 70%+ range with 60% margins. They are a very well managed company, that is if you like CSCO's style, you will like NTAP's style.

Their 2 year chart is spectacular, but has good periods of consolidation, as we are in now. Earnings announcement is next month, and I expect a positive response from the market, if the market is capable of such a thing at the time.

What are your impressions?
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