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Technology Stocks : Network Appliance
NTAP 111.56+2.1%Nov 28 9:30 AM EST
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To: Hawaii60 who wrote (5173)11/19/2000 7:49:35 AM
From: DownSouth  Read Replies (1) of 10934
 
You're welcome. Thanks to all who sent me PM's.

As you know, I am two years into Gorilla Gaming--not by owning "baskets" of stocks in tornado markets, buy by owning Gorillas and Kings (or candidates) in tornado or near-tornado markets.

I have contended for quite a while that NTAP is the Gorilla of NAS and that the evolution of their product set is intensifying the depth and breadth of their market space. They are moving into a new paradigm of "content management" that will soon be recognized by the market as a useful model. By the time the market recognizes this model, it will already be a spinning tornado, and NTAP will be the dominant player.

Those who have watched NTAP over the past year may have noticed that NTAP is buying companies to fulfill its product architecture in content management networking. Sounds like a young CSCO to me.

If you have been watching NTAP and have done your dd, you may wish to consider buying at these prices.

The stock will continue to be volatile, no doubt. EMC and others will continue to spread FUD and the analysts will love to hate NTAP. It will only intensify. I have warned y'all about this from the beginning. NTAP is an LTBH, so if you don't have the stomach for the ups and downs, stay away from it.
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