Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: freeus who wrote (19055)	2/29/2000 6:01:00 PM
From: hospitalman	Read Replies (1) of 54805

Well, here's my opinion, free of charge, and worth every penny of it. Yesterday I sold my cnxt, csco, emc, and nok, and bought brcd and more ntap. I spent 80% of the money on ntap. I think the storage business is exploding and NAS will be bigger, at least in the near term, than SAN, and ntap IS NAS. My brcd has done well in 2 trading days, but of course ntap is down a little since I bought it. By the way, my other holdings: brcm, cree, glw, jdsu, pmcs, sebl, lu, sunw, sdli. Ken

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