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To: kas1 who wrote (2207)	1/28/2000 11:48:00 AM
From: MulhollandDrive	Respond to of 10934

>>Note that the best times to invest in Q, or any other tech stocks, have always been the times when the threads were dominated by bears and naysayers. (in fact, it makes me a bit nervous that we don't have any NTAP naysayers)<< Hi Kas, I basically use the stock threads to get "a measure" of investor sentiment. I agree with your point entirely. I think NTAP gets little coverage though. I personally like to hold companies that running "beneath the radar screen". One additional point I would like to make is that it's important to differentiate between the longs going bearish and the shorts. Once the longs have finally capitulated, it's time to buy. bp

To: kas1 who wrote (2207)	1/28/2000 12:00:00 PM
From: Uncle Frank	Read Replies (3) \| Respond to of 10934

* OT * >> Insofar as investing in stocks is a bet on changing perceptions, there is nowhere for Q perceptions to go but down. Not to be argumentative but as I see it, investing is not a bet on anything, though it involves a degree of calculated risk. Investors evaluate the fundamentals of a company/sector and seek a return based on anticipated positive trends in the growth of a business. Traders look to make gains based on changes in market perception/valuation. Both are valid approaches towards making money, but should not be confused with each other. There's a world of difference. jmho, uf