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: Martin Rasch who wrote (4737)	8/9/1999 10:22:00 AM
From: DownSouth	Respond to of 54805

RE: EMC buys DGN for $1.1B. Interesting move by EMC. They are buying DGN to get hold of the Clarion product. Clarion is a very poor competitor against NTAP. It is not NAS; it is small scale SAN. Does anyone have an opinion on this move by EMC?

To: Martin Rasch who wrote (4737)	8/9/1999 10:24:00 AM
From: Teflon	Read Replies (2) \| Respond to of 54805

Martin, I still own my "little baby" ATHM, and I will continue to own it for the long term. I wish I could say that I sold it when it topped out and that I'm looking to buy back in now that it's bottoming out, but I cannot. I buy and hold for the long term almost 100% of the time (excluding option plays that I make) and ATHM is definitely one of those holdings for me. Frankly, I haven't even looked at the price for the past month. I know its been hurting, but I still love the story. At these levels I would definitely be a buyer, although I'm not about to put more money into this sector at this time. Teflon