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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (33822)10/26/2000 12:08:04 PM
From: Dr. Id  Read Replies (2) of 54805
 
On another note. Everyone was saying storage was the *last* segment to get whacked and it is right now. However.. CRM/Siebel has, up to this
point, remained relatively unscathed. We still haven't hit the lows we hit last dip while NTAP has far surpassed theirs. What that means, if
anything, I do not know. Maybe SEBL isn't on enough radar screens yet to get noticed (and attacked). Or.. we could have a new market leader
in the making? I can't tell.


They have taken NTAP down more than 30% in less than a week. Frightening. Hope this is that panic selling that all have been waiting for to signify a bottom.

I'm going to stop paying attention. Someone call me when CNBC has enough knuckleheads on that say that this is over.

Dr.Id@thisusedtobefun.com
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