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To: The Ox who wrote (12819)4/3/2000 8:01:00 PM
From: drsvelte  Read Replies (1) | Respond to of 14427
 
Michael, I bought more NTAP Friday at 71. It is my biggest tech holding. Felt pretty smart at the end of the day. A bit premature, now, in retrospect!

I think part of the weakness in NTAP is due to LGTO blowup (deja vu) and the screwy SEG-VRTS deal. If one doesn't think there will be massive storage solution needs down the road, well I say, think again. ADIC is another I've always liked and will be adding on more weakness.

There are lots of good stocks on sale here. I hope everybody will post their good ideas over the next few days.