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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: LindyBill who wrote (2636)6/15/1999 1:23:00 PM
From: chaz  Read Replies (1) | Respond to of 54805
 
I've just re-read the last 200 or so posts on the NTAP thread. This one is a non-performer (at the moment) on our W&W list, but I truly think it's going to be a huge winner for those who are long the stock....like CSCO perhaps....

It's volatile in the market, but steady, steady in the business plan.
Holds 40% of the category revenue, earnings growing 20% QoQ. Nice, eh!

I'm familiar with it, but not intimately so. Ergo, I've invited one of the NTAPers to offer us a category (NAS) and stock (NTAP) review.