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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Brown who wrote (34800)11/15/2000 7:54:06 AM
From: Seldom_Blue  Read Replies (2) | Respond to of 54805
 
One of the problems with the telecom equipment makers was the way they sell. They do a buy-lease. Some of their customers are having a tough time paying. HP ran into the same problem with their products as well financing some dotcoms.

I was surprised to see NTAP is doing the same thing. I have no idea if they are the F1000s or the dotbombs. No one seems to be concerned with this fine print.

Seldom Blue



To: Bruce Brown who wrote (34800)11/15/2000 9:57:31 AM
From: LindyBill  Read Replies (1) | Respond to of 54805
 
RE: NTAP

Got back in at 79 this morning. I was going to hold off on all buys until the election was settled, but the NTAP drop was too good to pass up.



To: Bruce Brown who wrote (34800)11/15/2000 10:46:23 AM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
Bruce,

When Mike breaks down and totes his Qualcomm CDMA phone, I'll chip in for some Microsoft software on my Mac.

Your Mac has nothing to worry about.

--Mike Buckley


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