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 (198)	8/21/2000 1:38:03 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 499

wiz. with NN and TD on vaca's and me on semi-permanent vacation, looks as if you may have to entertain yourself with coachbobknight. (don't know your take, but i can't fully comprehend his moniker -- white man can't jump? my port' don't have crazy-mad up's? penchant for headbutts? -- nevertheless, he's a former Wahoo and seems to have a decent inside game.) >NetApp netCache: Down sequentially Cacheflow: +75% sequentially I like NetApp the company, its just that the stock is overvalued.< can't really argue with you here, although i thought that press release was pretty lame following their coup d'etat: Message 14229091 fwiw, i bought my first slug of NTAP in early '99 and have watched it quickly become my second-largest position. blind luck on timing, i suppose, but despite its valuation, i don't see a compelling reason to bail and will continue to hold the shares. care to share any of your "will-never-sell" Buffettesque holdings?