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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?


To: The Phoenix who wrote (49206)8/18/2000 9:02:56 AM
From: John Pitera  Read Replies (1) | Respond to of 63513
 
Thanks for your thoughts gary, the valuation is pretty
attractive.

Is it true that some of the people you know don't believe
that Gilder exists, as Gilder somehow believes that
CSCO does not exist -vbg-

(Gilder with his talk about technologies to surplant CSCO)

that would be a pretty cool rumor

........pssst.. Gilder does not exist ..past it along. :)



To: The Phoenix who wrote (49206)8/18/2000 12:18:45 PM
From: Rich1  Respond to of 63513
 
Gary since you are th eoptical expert are you still bullish on NT??
Sold August 75 calls during one of Carpino's highs and never bought them back. I own the stock in the high 60's. Decision time this afternoon.
TIA



To: The Phoenix who wrote (49206)8/19/2000 1:23:27 PM
From: Lizzie Tudor  Respond to of 63513
 
Hey Gary how do you see NTAP as a competitor to Sun? Think they could ever become as valuable?

Outsourcing is starting for the b2bs, kind of the exds model and I'm wondering who the provider of choice will be for those shops. Database people love ntap I know that.