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Technology Stocks : Network Appliance
NTAP 117.26+1.1%Dec 5 9:30 AM EST

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To: DownSouth who wrote (4839)10/27/2000 5:45:18 PM
From: Stefano  Read Replies (1) of 10934
 
DS,
< If in March, you would have known NASDAQ was going to be 2000 points lower in October, would you have been content to hold NTAP at 120? I was, and did. >

I had no idea what either NASDAQ or NTAP would be today. Had the scenario been posed that we would see a 2000 point drop in the market, yet NTAP would remain virtually unchanged, would I have been content to hold? Sure. That's what I meant. I guess in a way I was just trying to prop up my own spirits! Another way to look at it---the negativity in the market hasn't been able to affect NTAP's price, other than to temper it's rise. That speaks to the high regard many holders of NTAP must have. Very simply, it is one of the fastest growing companies in one of the hottest sectors. It is my biggest position and will remain so as long as the fundamentals remain solid. (Or until you announce that you have liquidated your position!) <vbg>
Stefano
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