Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DownSouth who wrote (4639)	8/4/1999 3:29:00 PM
From: Jill	Respond to of 54805

Yes, DS, we are in agreement basically. I have waded into short-term puts mostly because of Teflon's glee over his various plays. I only have done it on QCOM. I'm trying to be a careful learner. Those guys are amazing. Jill

To: DownSouth who wrote (4639)	8/4/1999 3:37:00 PM
From: Jill	Respond to of 54805

To Thread: A post from JDSU thread that I actually understand: Message 10824745

To: DownSouth who wrote (4639)	8/4/1999 5:03:00 PM
From: HDC	Read Replies (1) \| Respond to of 54805

DownSouth, Re: You seem to be traveling a lot recently judging from the number of planes you've been catching lately.<g> Do you know any of the players at NTAP? What is your opinion of them in terms of management strength AND depth? I know the chairman is Don Valentine. His credentials speak for themselves. I don't know much about Dan Warmenhoven other than his work history. What is his relationship w/ Mr. Valentine and how did Valentine convince him to work for NTAP? I'm glad he's there. I just curious as to how he found NTAP. Best, Duncan