>> Am long NTAP for >1 yr.
OK, so what kind of returns have you enjoyed? Obscene, right? The problem is you're measuring from the peak of 152 3/4 and lamenting how much you've "lost". You can drive yourself crazy that way, Tulvio, and it's a poor measure of the value of a long term investment.
>> Network Appliance Inc.'s market share slipped to 48.6 percent in 2000 from 49 percent a year earlier... I'll admit the slippage isn't much, but is troublesome since is only niche product to EMC but central to NTAP's existence.
I don't know who put out that market share report, but imo 0.40% is less than the margin of error of mearsurement and therefore meaningless. And far from being a niche product, nas is the biggest single threat to EMC's continued prosperity - and they know it!
I know you to be a long time csco holder. Think of all the times its stock has tumbled only to rebound, and think of all of the threats to their growth that have proved to be fud. I think that's what you're reacting to in the case of ntap, and just as you did in the case of csco, the best thing you could do is to ignore it.
jmho,
uf |
