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Technology Stocks : Network Appliance
NTAP 109.28-2.0%Nov 26 3:59 PM EST

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To: JakeStraw who wrote (6439)2/9/2001 2:48:42 PM
From: Uncle Frank  Read Replies (1) of 10934
 
>> Geez, I was just asking questions.

But all of them seemed to be biased towards the negative.

Why don't you give us a day to enjoy the excellent report, analysts' upgrades, and spike in price. Then you can start grinding on us again.

With regards to your snide/smug comments to Down South, the Gorilla Game approach to stock selection is based on identifying position in the technology adoption life cycle, barriers to competitive entry, strength of value chain, projected length of competitive advantage period, etc. The emphasis is on technology and marketing issues, not detailed financial analysis. I take it your approach value investing based, which is why you will most likely never find a time when you will view a company like ntap (or sebl, or qcom) as a reasonable investment.

Do you have any understanding of the technology that ntap is employing? I'll be happy to recommend some books on engineering. But maybe some on basic courtesy would be more useful to you.

uf
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