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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?


To: D. K. G. who wrote (4412)9/15/2000 12:04:17 PM
From: Dr. Id  Read Replies (1) | Respond to of 10934
 
Don Luskin>>Dave stepped out of a Telecosm session to warn us that Gilder was praising NTAP to the moon and the skies. It's not a
member of the Gilder club yet, but sounds like it might be soon...


My recollection is that Gilder included NTAP in his newsletter last fall (which lead to a large runup). DS (or tekboy) will correct me if I'm wrong.

Dr.Id@dontmindhismentioningitagainthough.com



To: D. K. G. who wrote (4412)9/15/2000 2:34:17 PM
From: HDC  Read Replies (1) | Respond to of 10934
 
Denis, The following confirms your earlier post today:

"12:45 ET Network Appliance (NTAP) 116 3/16 +1/2 (+0.4%): Briefing.com hearing that George Gilder making positive comments about NTAP at the Gilder/Forbes Telecosm Conference. "

By the way, Procom (PRCM), Gilder's Storewidth pick is down another $4 to $32-3/8 following a $5 drop yesterday. I still remember watching it sky rocket to $70+ immediately after it was added to Gilder's report in June. I still can't believe he chose PRCM over NTAP back then. Given the rumors about his comments at Telecosm today, maybe he is rethinking his position.

Thanks for watching out for us all. Thanks also for the Forbes article today.

Best,

Duncan