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To: HDC who wrote (1162)6/29/1999 8:34:00 PM
From: George the Greek  Read Replies (1) | Respond to of 10934
 
Now that's a nice speculation.

Love today's volume.
Love today's price move!

In around $50 level, and suffered that agonizing plummet
thereafter to about $41.
$60 spells relief.

George



To: HDC who wrote (1162)6/30/1999 10:35:00 AM
From: Beltropolis Boy  Read Replies (1) | Respond to of 10934
 
thanks for the "tip," duncan. that's certainly interesting, although i'm a bit taken aback by NTAP as a choice. up to now, the lehman analyst who covers NTAP, george elling, has rated it a "2-outperform." and i've noted that their previous uncommon values picks have been slightly more conservative.

bwtfdik?

if you're interested, you can take a peek at lehman's current picks:

lehman.com

(believe it or not, curiously, i have AMAT [small position] and CMVT, their two best performers over the past year.)

you're right. the timing's certainly on the money. the new list begins jul 1.

thanks again,
-chris.



To: HDC who wrote (1162)7/6/1999 4:24:00 PM
From: Beltropolis Boy  Read Replies (2) | Respond to of 10934
 
>I'm going to make a guess that NTAP rose 8 points today in part because they might be on the "10 uncommon Values" list which will be officially released tonight by Lehman Brothers.<

well, unfortunately, we didn't make the cut, but i'll take an 8 point pop any day.

fwiw, instead it appears lehman chose to go megacap:

lehman.com