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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Jim Willie CB who wrote (2699)	9/21/2000 12:31:09 AM
From: Mannie	Read Replies (1) of 65232

Thanks J-Dub for your TA on a few of my favorites. GMST, I think this company has an unbelievably profitable business model...it has been a great cc vehicle. EMC, my largest holding. I do not plan to sell any for a very long time, storage requirements are exploding. NTAP...I really missed the boat on this one, I hope to take a position in them on any sell off. Off to Indy tomorrow...Scott

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