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To: DownSouth who wrote (5003)	11/15/2000 1:53:38 PM
From: lightwave51	Read Replies (2) \| Respond to of 10934

GM, yeah a great price....to buy! Dont't say that DS I just bought at 76. <g>

To: DownSouth who wrote (5003)	11/15/2000 2:47:18 PM
From: Boplicity	Read Replies (2) \| Respond to of 10934

another day like today I will get it, but I'm not in any hurry. Greg

To: DownSouth who wrote (5003)	11/15/2000 3:48:56 PM
From: John F Beule	Read Replies (3) \| Respond to of 10934

Added at $77. It might not be the exact bottom, but I feel we're close. OT: My powder was ready for GMST today, but I found a (better) gift in NTAP. I'm all tapped out now, as I added to SNDK earlier this month. I much prefer adding to, rather than creating, a new position in a stock. I guess this is the FUD you were talking about. :-( Being new to G&K investing, I find it amazing how this portfolio has been (systematically) taken out to the woodshed. What isn't so amazing (more-so rather unfortunate) is how analysts and the media create hype in these issues to where these stocks become not so much an issue of quality, but rather one of who-holds-the-door-last risk. These "pundits" who are not in it for the long haul create cancerous stockholders at best, and obviously do the most damage to the G&K priciples. However, I will say, that this market is efficient to the point where it allows folks who are getting their feet wet in (G&K) investing, to enter (or accumulate)at "reasonable" prices. Best, John@ihopeweallmakeapotfullofmoneynextyear.$$$

To: DownSouth who wrote (5003)	11/15/2000 4:11:59 PM
From: 5dave22	Read Replies (2) \| Respond to of 10934

Warren, DownSouth and Coug - you guys were quoted on Marketwatch. Your 15 minutes of fame ... "It's buying time, according to Warren Gates on Silicon Investor: "Good entry point will also be in the low 70's. However, I've been accumulating in the low 80's because there is a chance we will have a year-end rally. Nov to Jan have been the 'favorable' tech months because of the liquidity coming into the markets. If funds are getting money, I will assume that the biggest of the techs will get the bulk because of the perceived safety factor. The rally in late 1998 confirms this." Of course, where there's a bull there's a bear, and Coug filled the gentlemanly bearish role quite nicely: "NTAP isn't cheap ... 500-600 P/E, tough comparisons going forward, new competition etc ... priced to perfection as they say. A wonderful company, but WAY too high priced. Like a C series Mercedes ... a perfect auto, but not worth a 100K ... 35-40K is about right." But the skeptics couldn't shake up DownSouth and his optimistic cronies, despite the heavy selling: "The Network-attached storage (NAS) market is applicable to all external storage in both Windows and UNIX. In that market -- $15-$16B this year. There is an enormous opportunity for us to penetrate that market. Growth rate of NAS is function of how fast we can convert people to this new approach. It is very difficult to predict how fast people will change their views." www2.marketwatch.com BTW, I'm not in yet - afraid of the market. If the market dips, so does NTAP - and I am in. For your all's sake, I hope I don't get that opportunity! Regards, Dave