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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject2/1/2001 8:57:30 AM
From: foundation  Read Replies (1) of 54805
 
08:01 ET Network Appliance (NTAP) 53 5/8: CS First Boston downgrades to HOLD from BUY; firm concerned that NTAP's positioning in the storage market may be undermined by competitors' initiatives to unify SAN and NAS architectures; believes that near-term slowdown in IT spending by dot-coms may limit NTAP's ability to provide upside to quarterly results.

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