My pleasure. Thanx for your reaction to the article.
I got my first (1/3 position) NTAP today after following your thought process on the G & K thread. I've known about NTAP for a long time but stubbornly chose to concentrate only on EMC. Didn't want to corner the whole sector <ggg>.
I try to limit myself to 5 or six stocks each in a tech/comm sector, so my choices have to be limited. Same reasoning goes for why I don't own SDLI to go with JDSU. But, given that storage is going to be huge going forward, and NTAP will be in the high volume aspects of it, it makes a lot of sense to me. What doesn't make sense is buying a stock at 150, when I rejected it way back in March-April at much lower prices. But, I guess if you're buying with years as the time horizon, then you can't kick yourself for being a little slow on the draw.
Anyway, I'm flipping WCOM for NTAP, CREE (1/2 so far), and QCOM (none yet). Actually I'm going to have to unload my TYC to flush out all three of these, but I've got to wait for a rebound there to pull it all together. I'll still have the WCOM sector well covered with GBLX.
So, I'll be here for the foreseeable,
Marc |
