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

To: DownSouth who wrote (26473)	6/18/2000 6:10:00 PM
From: Brent Hogenson	Read Replies (1) \| Respond to of 54805

Thanks for the response. I worry about two things. First, its hard to understand why NTAP would have a seasonal affect. They sell storage systems or infrastructure. I have not heard any other infrastructure company--EMC or SUNW--provide a seasonal explanation for booking decreases. The book to bill ration in semiconductors is an important indicator of future revenues. The semiconductor stocks are always impacted by a book to bill under 1. Maybe there is an impact from the dot com's running out of money. Two, on stocks where the multiple is extremely high, we should be concerned about any bad news. This quarters bookings may reflect on next quarters revenue, unless there is some reason to believe that next quarters bookings will supply a catch up.