SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Network Appliance
NTAP 111.56+2.1%Nov 28 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Uncle Frank who wrote (6019)2/1/2001 12:00:43 PM
From: Conan   of 10934
 
Obviously the short interest presaged the latest announcements from ANALysts.

NTAP has obviously come up in the center of EMC's targeting radar. They have worked very hard with the recent product announcements to rattle their sabre and influence the analysts. Now the NTAP downgrades have begun and we are well into a classic technology FUD offensive.

I have watched these unfold over the past four years and the trends are interesting. FUD works in the short term and harms the target's stock price. But in the long run launching a FUD campaign is a sign of fear. Failed FUD campaigns include MSFT's NT-will-crush-SUN offensive, Cisco's we will crush Checkpoint announcements of 1997, and Network Associate's various FUD attacks against other security companies.

I believe in storage and own EMC and NTAP. But if the FUD campaign pushes down NTAP stock prices I will re-balance my portfolio by buying more NTAP at lower prices.

Conan
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News