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Technology Stocks : Network Appliance
NTAP 106.81-2.4%Nov 17 3:59 PM EST

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To: DownSouth who wrote (1403)8/23/1999 12:57:00 PM
From: DownSouth  Read Replies (1) of 10934
 
Disclosure, In order to take a larger position in QCOM, I have sold about 50% of my NTAP holdings to fund the purchase. My bullish long-term sentiment is stronger than ever. (I sold big pieces of CSCO and MSFT for this QCOM purchase, as well, and I remain incredibly bullish on them.)

I am telling the thread this merely to explain what I have done in the interest of full disclosure. NTAP remains a core holding, just not as big as it was.
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