CNBC -- critique. Message Board

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Pastimes : CNBC -- critique.

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To: Mark Marcellus who wrote (7979)	6/5/2001 4:19:27 PM
From: Crystal ball	Read Replies (2) of 17683

You should have buying damn near anything since May 31st. I am loading up on NTAP and PALM again, dumping even my last smaller holdings of all other blue chip stocks i.e. chips and related techs in favor of them, BEFORE the OPEC meeting and BUSH Admin announcement following. The WATCH is on the WAIT ON IRAQ. Greenspan even, yes EVEN ADMIT FINALLY there is no inflation. (More FOMC Fed interest rate cuts, as I have stated all the way through OPEN CARRY for liquidity creation....it will take a lot to recover the loss $10 Trillion, and then on towards ZERO rates like Japan). As the Saudiis watch oil supply, I am watching storage technology supply. Just read a very intersting article on the move of applications of of servers, onto SANS, and into NAS (storage and the DATA is where the money will be. As you run 4000 server speeds on one server that means that server box makers will lose out to data storage 1/4000 sales or earnings versus the increased speed horizontally creating more computations and transactional data to be stored also. That bodes very well for NTAP anyway take a quick 30 second listen to Nye. bigcharts.com I am, Truly your$, -Crystal Ball

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