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Technology Stocks : Network Appliance
NTAP 106.38-0.4%3:59 PM EST

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To: Beltropolis Boy who wrote (712)3/2/1999 3:52:00 PM
From: stockman_scott  Read Replies (2) of 10934
 
I added NTAP to my holdings this morning. IMO, $42 seemed like a good price to get on board. Currently 1/3 of my holdings are in high potential stocks that are in the sweet spot of the internet -- firms like AOL, CMGI, NTAP, and INTU. I feel that NTAP has as much potential as any of these firms. IMO, NTAP is now in a period of hypergrowth and in the best strategic position in the storage industry.

I will keep DELL as my major holding and it will be exciting to follow their developments as they ramp up in the storage area. I am very optimistic about the potential for their alliance with NTAP.

Regards,

Scott
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