re: NTAP's first 5-6 years are the toughest ones they will face for a while. They had to do missionary work and sell into competitive strongholds, invent products from scratch, etc.
As they garner a higher profile, they become a larger target not only on wallstreet but in the sector they sell into. What do I mean by saying Wallstreet? I mean the story is getting better and wider know now, the benefit of the doubt doesn't exist for NTAP anymore. Witness the drop we are seeing. For example, to use a stock you are familiar with SEBL. Roughly a few days ago, both SEBL and NTAP had the same over valued look to them, notice how NTAP drop is way greater then SEBL. This is what I mean. I have seen want I'm talking about with many companies, NTAP should not be immune. So, we are in disagreement on that one. Only time will tell. As far as stock options, the stock has gone from 1 to 135 in nearly 4 years, that's not going to happen again. Will it be factor or not a factor as the stock goes into a 6 or more month consolidation phase? Only time will tell on that one too.
re: No wonder you like TA. You don't have to consider any of these what if's.
So I you have found the holly grail to invest then, and every tool I use is worthless. Ok. How about dropping you distain for TA, we already know that. I'm not using it my discussion with you am I? It is of no importance to what we are discussion. You don't believe TA matters. I'm fine with that. I want to talk about the company and it's prospects, and that's what I have been doing.
Greg |
