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To: Voltaire who wrote (13326)	4/14/2000 2:59:00 PM
From: pann1128	Respond to of 35685

V, The big brokerage stocks getting whacked now. CNBC was mentioning that because of market selloff, tech IPOs on hold, so fees will dry off for big houses. This is their chance to step in, otherwise they have temporarily lost control. Portfolio whacked, so I look to my kids to derive happiness <G>. Piyush

To: Voltaire who wrote (13326)	4/14/2000 3:05:00 PM
From: techguerrilla	Respond to of 35685

Tom, my man! Go NTAP! It will be the SECOND to recover, along with Qualcomm! If I had any "dry powder," as you like to call it, I would be following you right down the NTAP path. I've been analyzing the people whose intuitive feel (other than you and my brother Jim) I have grown to respect the most over the last three months--Jill and Mtnlady--and they have been promoting NTAP for a long time now. Naz "blue chips" will survive this insanity. I personally think that they are limited to Cisco, Oracle, Intel, Qualcomm, and Sun Microsystems. Time Magazine listed them as the Naz "blue chips" the other day. (Granted, Time is not an economics magazine, of course; but it's a reflection of public sentiment.) I think this is a ballsy move by you, Tom. Balls requires creative and obscure angles. That wouldn't be Qualcomm. If I was going "balls to the wall," it would be QCOM or NTAP at this point. So I choose to stay the course with Qualcomm and cheer for one of my finest spiritual compadres, TOM. I'm always in your corner, buddy, John