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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Sommers who wrote (19292)	3/3/2000 6:10:00 AM
From: Sommers	Read Replies (2) of 54805

RE: What to Buy Ok, here's another interesting article that starts out reviewing one of our favs, JDSU. To be sure, they have had one helluva run. With "no end in sight" to the growth in fiber optics, it remains a core holding. However, there is one other company mentioned in the article that I keep coming across where ever I go. (I even overheard two businessmen talking about it at the table next to mine during dinner last night.) This company is none other than NTAP. "As long as the Internet grows, the demand for network storage should increase." This comment, IMO, is an understatement. moneycentral.msn.com I have enough of that TDMA company;) I failed to muster the irrational exuberance required to buy PALM yesterday. It's Friday, a fine day to double my NTAP position at the open. Best to all, Ruth

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