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To: John F Beule who wrote (5008)11/15/2000 4:14:51 PM
From: Claude  Respond to of 10934
 
Looking at other stocks reactions to down blips on revenues for 1 quarter its really not that surprising - look at NT. NT to NTAP is apples to oranges but I think what happened to NT is instructive - its still treading water.

I am certainly not buying here - it may be the bottom but I will wait for all the votes to come in and just like the presidential election it will take a little time.

A lot of stocks that looked cheap even at higher levels don't look so cheap anymore - remember when QCOM was cheap at 90 bucks? Everyone is thrilled it broke 80 today!

Lets be careful out there <g>

Claude



To: John F Beule who wrote (5008)11/15/2000 4:44:56 PM
From: DownSouth  Respond to of 10934
 
Good moves, John. Congratulations.



To: John F Beule who wrote (5008)11/16/2000 12:11:39 AM
From: BDR  Read Replies (1) | Respond to of 10934
 
<<Being new to G&K investing, I find it amazing how this portfolio has been (systematically) taken out to the woodshed.>>

Year to date:

G&K +17.7% siliconinvestor.com

S&P -5.39%

QQQ -15.32%

NASDAQ -22.21%

I am not enjoying the trip but better to the woodshed than wherever those others guys are going.