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

To: DownSouth who wrote (20193)	3/14/2000 11:14:00 PM
From: Curbstone	Read Replies (1) \| Respond to of 54805

I have had several conversations with NTAP longs, including NTAP employees with no insider information who are using this dip as a buying opportunity. I haven't been tracking this stock very closely, but seeing that puppy down 25 even before the NAZ committed to having a crappy day was more than I could bear. I jumped in with both feet at 205. I figure the only thing that could keep a splitting money-machine like NTAP down is a sustained market downturn, and frankly I just don't see that happening. If I'm wrong I'll be sitting on twice as many shares at half the price in couple of weeks and when the market rebounds NTAP will look mighty tasty. AM

To: DownSouth who wrote (20193)	3/15/2000 12:45:00 AM
From: mtnlady	Read Replies (1) \| Respond to of 54805

DS the word over on the NTAP thread is that many brokerage houses have pulled off the ability to use margin for NTAP and several other companies. This might be exasperating the 'drop' as folks don't have the resources to take advantage of this down swing. We were just talking about this whole thing over on the JDSU thread. i.e. If Greenspan really wanted to reign in the NAZ what should he do? Well raising interest rates isn't the 'cure' as it just kills the DOW. Our answer to the overbought NAZ was restrict margin limits. Looks like that is exactly what they are doing now.