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To: Percival 917 who wrote (18792)5/15/2000 7:34:00 AM
From: cowgirl-ona-1eyed-horse  Read Replies (1) | Respond to of 35685
 
Joel re: BRCD/NTAP

You asked for feedback. Here's some food for thought.

I have a few 'trading' shares of BRCD and have traded it since last fall.

I follow the Yoda3355 club, have you ever been there? They have in-depth discussions about hi-tech companies. Most of it is over my head, but I'm still reading and trying to learn. I learned about BRCD (and others) there. Yoda has been a strong advocate for owning BRCD until very recently. His investment style is LTBH. Here he reveals his reasons for selling BRCD now...no immediate concern, he's looking down the road a bit.

clubs.yahoo.com

Yoda has been, and still is very bullish on NTAP
I don't own NTAP

cowgirl



To: Percival 917 who wrote (18792)5/16/2000 12:49:00 PM
From: cowgirl-ona-1eyed-horse  Respond to of 35685
 
EyeDoc, re:BRCD

Here's a bit from Motley Fool I'd like to share with you. It's looking good after earnings report last pm. I bought trading shares a few days ago feeling fairly confident about their report and hoping the market would cooperate. I've noticed they pay a pretty decent CC premium, so I might work that angle. Like the article says, BRCD is 'priced to perfection', so be careful WRT entry point.

Regards,
cowgirl

fool.com