Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : For Hedge Fund Analysts and Managers -- Ignore unavailable to you. Want to Upgrade?

To: Wizard who wrote (157)	8/1/2000 5:11:12 AM
From: coachbobknight	Respond to of 499

<<<<Cacheflow (CFLO) looks like a buy to me this summer. Lock-up was all released on May 17th and at least a portion of distributed shares have been sold. Quiet period on, great quarter coming, winning next-gen environments such as Exodus data centers, significant discount to NTAP and INKT. Taking share from NTAP in web-caching. INKT's solution is software and dedicated devices will always outperform software intensive solutions.>>> agreed...long cflo and isld, short ntap and exds as a hedge... study and watch mrvc

To: Wizard who wrote (157)	8/1/2000 9:26:35 PM
From: NotNeiderhoffer	Read Replies (1) \| Respond to of 499

Wiz, First Mataka wants me to meet him at a NYC Bar that is best known for its lack of babes and now you are hoisting CFLO on me? Whats next, TD asking me to baby sit? FWIW If you could have a peek at my sheets you would come to the conclusion that I have morphed into a value investor. With a few exceptions of course. The braintrust tells me CFLO is off limits but sounds like a potential stock for the PA. Looking at the calendar, it is August so forgive me for slacking but my tennis game will get more attention than my portfolio. The club tournament is looming and I have some old scores to settle. NotsureifIwhinemoreintheofficethanMcEnroedidonthecourtNeiderhoffer