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

To: chaz who wrote (15959)	1/22/2000 4:16:00 PM
From: unclewest	Read Replies (1) \| Respond to of 54805

RE: NTAP vs EMC Suggestion: take a look at a chart comparison of the two. If your interst is advancing the rate of portfolio growth, the "it keeps going up, though" reservation may be overcome. i agree ntap has been a rocket ship for two months. long term emc players have watched emc double or better for 4 years...my original investment in emc has tripled in the past few weeks...in that context it is very difficult to part with emc. we are now reaping the great benefits of LTBH with emc. i did sell 1/2 my emc to buy ntap a month ago...that was enough for me. i would probably put new money(if i had any) in ntap before emc. but it is very difficult, mentally, to break up a continuing, highly successful, long term investment to catch the latest flyer no matter how good she looks.