Working All Day, But Trading Behind the Bosses Back Thread Message Board

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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread

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To: Mark[ox5] who wrote ()	2/21/1999 7:20:00 PM
From: Mark[ox5]	of 779

Going to split the worksheet into 3 parts so its not so overwhelming to look at, 1) The big monsters (i.e. Gorillas) 2) Internet 3) Non pure internet tech stocks (i.e. fiber, storage, computer related) Also, adding NTAP to the 3rd category mentioned above. Read about it in comparison to EMC in a Jubak article about a month ago .. seems to be an up and comer in a similar space to EMC... also they have a product similar to Inktomi in the caching space (which will be huge). Also the management appointed by same venture capitalists who started EMC. :) A lot to like... they had a great earnings report (revenue up like 70%) but still got creamed in stock price.. gotta love the market. See following post for a post about the 2....

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