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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (15936)	1/22/2000 12:15:00 PM
From: Mike Buckley	Read Replies (1) of 54805

ROAST (are ya happy, Erick? :) chaz, The valuation "advantage" in NTAP's favor is not just a recent development...it began ~ 15 months ago I must not have written my post very well. I was attempting to point out that NTAP's stock was at such a strong valuation disadvantage by being overvalued that a lot of research would have to be whetted out to reverse that conclusion based on a very limited set of numbers. As for DS being our first hypester, I can't imagine a more likeable guy to trash on this fine weekend! :) As a matter of fact, I think it would be darned good to have an on-line roast every once in a while. DS's fine work in the folder makes him a leading candidate to be the first one on the hot seat. --Mike Buckley P. S. Not that I asked DS's opinion about this. :)

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