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

To: Beltropolis Boy who wrote (201)	8/21/2000 4:29:18 PM
From: Wizard	Read Replies (1) \| Respond to of 499

>>care to share any of your "will-never-sell" Buffettesque holdings? never say never but I am not selling ARBA or PMCS for a while. I have been buying AKAM and QCOM lately - those are likely both keepers. My B2C play is AOL - if I have held on this far on a B2C company, it looks like I might hold that one for a while. on NTAP, I think its fine to hold on to that monster - the growth is awesome and the filer appliance market is a good one. You ought to double down every time you see me say XYZ is overvalued. In reality (because I am not short NTAP), I meant it to mean CFLO is where NTAP was in 1997/8 and has more upside.