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To: brownu88 who wrote (4737)10/16/2000 8:26:27 PM
From: Stefano  Read Replies (1) | Respond to of 10934
 
Brownu88,
I think today's move may be attributed to Gilder. EXTR, another of my holdings, spiked today with no news. Gilder had made positive comments about EXTR at the conference, stating that he regretted not having placed it on the Telecosm list.
With minimal news on NTAP, and the big move in a choppy market, it's likely a Gilder effect. Personally, I'd just as soon see less movement going into earnings. These momo swings are spectacular in both directions! Actually, it's of little consequence, as I am LT with this great company, and have no intention of selling.
Stefano



To: brownu88 who wrote (4737)10/16/2000 9:45:02 PM
From: Mehitabel  Read Replies (1) | Respond to of 10934
 
Hi brownu: Yes, you're likely right about the Gilder thing, I'd forgotten the list is coming out this week (or out already?)

But I enjoy thinking about how what the market is seeing "right around the corner" is that we are going to own 40% of a $15 Billion in just a few short years (and 100%+ growth with earnings this quarter)

:)

regards


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