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

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To: DownSouth who wrote (680)2/25/1999 3:31:00 PM
From: stockman_scott   of 10934
 
I may be adding NTAP to my portfolio (with some new 401k rollover money) but I intend to HOLD all of my DELL shares. In fact, if it drops much lower I may buy more. IMHO, many investors and ANALysts underestimate DELL's growth prospects for the next five years. DELL has been my best investment and I intend to keep it as my PRIMARY holding. Here are my current thoughts on DELL:

Message 8031254

I also really like NTAP and am considering a position in this stock for my farm team of high potential companies. With its strategic industry position, GREAT growth rates, low market cap., etc...I feel that it is better positioned than EMC to deliver superior returns in the next 3-5 years.

Good Luck Investing Everyone.

Regards,

Scott
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