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Technology Stocks : Network Appliance

NTAP 107.32

+4.0%

Nov 21 3:59 PM EST

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To: tekboy who wrote (7187)	3/17/2001 10:29:10 PM
From: kas1	Read Replies (1) of 10934

Let's say that both of us agree that some months down the road NTAP will be back above 20. (This is key: if you don't think it will go back up, you were right to sell.) Tekboy, I am not absolutely convinced of this anymore. If I were, I would not have sold. I need to become convinced of this before I buy back. There are several events that can cause me to become convinced of it, including stellar earnings, or a rebound in the Naz, or a rebound in NTAP itself. I haven't seen any of these events yet. I think you and I agree in principle. I am just playing the Bayesian game of waiting for more information before I guess the probability distribution on this one.

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