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

To: chaz who wrote (4279)	7/26/1999 7:35:00 AM
From: Len	Respond to of 54805

Chaz, thanks for the input on NTAP. I am moving more and more tward Lindybills philosophy and have been considering trading NTAP for something else. My other two current options are QCOM or EMC. Can't bring nyself to buy MSFT so am looking at Uniphase or GMST. Or, I'll buy more QCOM. Len

To: chaz who wrote (4279)	7/26/1999 7:09:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Chaz, I understand your "rethinking NTAP". I would be interested in why you think it will be in a narrow range for a while. Their growth continues in the 70%+ range with 60% margins. They are a very well managed company, that is if you like CSCO's style, you will like NTAP's style. Their 2 year chart is spectacular, but has good periods of consolidation, as we are in now. Earnings announcement is next month, and I expect a positive response from the market, if the market is capable of such a thing at the time. What are your impressions?