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Non-Tech : The Critical Investing Workshop
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To: Voltaire who wrote (15796)4/22/2000 12:27:00 AM
From: djia101362  Read Replies (1) of 35685
 
V...I've begun establishing a position in NTAP this past week and I noticed you mentioned you were buying NTAP calls. Are you playing NTAP merely for the quick bounce and if so have you already sold those calls?

I know you're still partial to Q but in recent months I have lessened by exposure to the Q and have been looking at other fallen angels that may perhaps have better prospects ahead.

NTAP to me is one of those fallen angels. Obviously due to NTAP's size it is much easier for them to grow revenues at 100% a year v.s. a company like Q that has over $4B in annual revs.

It also appears that NAS market is growing like a weed and NTAP is getting the lion's share of it right now. I'm sure EMC has not and will not concede the NAS market to NTAP but it does appear that NTAP has the most cost effective solutions not to mention the best products.

I'd appreciate your thoughts as well as anyone else that might like to add to the NTAP discussion.

Thanks.
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