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Technology Stocks : Network Appliance

NTAP 117.26

+1.1%

Dec 5 3:59 PM EST

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To: Jacob Snyder who wrote (9321)	10/13/2001 9:26:28 PM
From: tripperd2	Read Replies (1) of 10934

Jacob, Thanks for your thoughtful reply. I agree with you regarding Qualcomm, particuliarly the lack of a middle ground. I happen to like the company and the stock, probably more than I should. However I am not emotional enough to argue that I know that 3G is going to be a killer application thus fulfilling the great expectations many have for the company. I suspect that it is going to be very big within the next 5 years and that Q will make a lot of money from it, thus I have held nearly all my shares, still at a loss, as I have a cost basis in the 70's. It remains my largest holding. I also own NTAP and at this point I have held, since again I believe in the long term growth prospects of the company, and cannot think that over the next 5-10 years there is a much better place to invest. The last several years have been very frustrating and I have learned a lot. I admire your unemotional and analytical style-thanks. Trip

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