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To: Uncle Frank who wrote (1580)11/10/1999 1:11:00 AM
From: DownSouth  Read Replies (1) | Respond to of 10934
 
I am in the Marriott Coutyard--Durham, NC. Trying to catch up on the day. I saw your post. Thanks for the laugh.

Congrats to Nancy on NTAP. Its flying high, as are so many. I guess you saw the EMC/NTAP comparison chart I posted. Very gratifying for me because I dumped EMC when the DGN deal was cut.

What is "latwttb"?



To: Uncle Frank who wrote (1580)11/10/1999 1:40:00 AM
From: Dr. Id  Read Replies (1) | Respond to of 10934
 
and she thinks I am a stock picking genius. For obvious reasons, I won't tell her it was all
your work <vbg>.


Frank,
In the past 12 months, I've picked VTSS, NSCP (which became AOL), NTAP, QCOM, and GMST (while holding onto my CSCO, AAPL, INTC, RMBS). I also look like a stock picking genius, while I've been following the work of a number of very savvy and smart investors on SI. The closest to stock picking genius that I get is the ability to identify who the most knowledgable and talented posters are. Downsouth is definitely one of them! (along with yourself, Mike B.,NY Stew, and others). The ability to separate the wheat from the chaff on these boards shouldn't be minimized! :-)

Jeff

p.s. So I've got THAT going for me. Which is nice.