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To: DownSouth who wrote (1067)	6/9/1999 6:32:00 PM
From: kas1	Read Replies (1) \| Respond to of 10934

OT we are looking good on the cnxt. today i dumped my aol (tired of waiting, lots of downside left... maybe i make a good contrarian signal) and used the $ to increase gs msft and cnxt. cnxt reminds me of lu in a lot of ways, a quiet spinoff of a stodgy behemoth's leading-edge division that turns into a mega-stock. will do my best to hold on to it and not sell too early. (i bought lu when it first ipo'd, and sold a few months later, thinking myself quite smart! ...sigh) as a fun exercise, see where cnxt would be if it were valued like brcm.

To: DownSouth who wrote (1067)	6/15/1999 1:16:00 PM
From: chaz	Read Replies (1) \| Respond to of 10934

Thread: I've been lurking here from the G&K thread, and caught DS's plea to have NTAP annointed the "Gorilla" of NAS. So's you'll all know, we don't do that over there until some of our rules are met. A G&K listed company is minimum $10 bil. NTAP is qualified for our G& K W&W (Watch and Wait) list, where the minimum is $1 bil, and it has been on that list since inception back in mid-Feb. A number of us over there are long the stock. I might suggest that NTAP has not been recently reviewed on our thread, and it might be time for one of you who may consider himself particualrly well informed to update us on the category (NAS) and the stock. Visiting experts are always received with great warmth and appreciation.