Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DownSouth who wrote (5194)	11/20/2000 3:58:46 PM
From: techreports	Read Replies (1) \| Respond to of 10934

You're asking questions now, I believe, because you wish to argue ("make a point"). Not because you wish to learn or teach. While he may or may not be learning, others are and enjoy the discussion.

To: DownSouth who wrote (5194)	11/20/2000 4:27:44 PM
From: kas1	Read Replies (1) \| Respond to of 10934

Fellow NTAP investors, These are trying times for those of us who look at NTAP stock quotes, even if we are long-term. It is inevitable, at least for me, to think "ahh, I could've just sold a little at 140" or, even worse, to think "what if it never comes back from here." I'd like to ask for some help, in the way of oral history that may be comforting to us in these difficult times. I imagine that some of you may be mature, experienced, or, let's just be blunt here, old enough to have invested in CSCO back in the early days (it IPO'd in what, 1991?). I invested in Cisco in the mid-90s, but before that, I was flustered by that darn have-to-be-18-to-get-a-brokerage-account rule. :-) Thus no early-days CSCO for me. Consonant with my belief that NTAP resembles the CSCO of today, I'd like to ask some of you to tell stories about big valuation reductions, stock price drops, negative analyst comments, cries of "overvalued!" and the like... when CSCO was still due for (if you had a crystal ball back then) 1,000%+ appreciation. It might be fun to also read the CSCO thread on SI from years and years ago -- that archival feature sure is great. Let's open the discussion. Best regards to all.

To: DownSouth who wrote (5194)	11/20/2000 4:36:31 PM
From: Boplicity	Read Replies (3) \| Respond to of 10934

re: You calling NTAP a "broken stock" a few months ago was a TA call with no context, no facts. You didn't mention TA then, either. Was it based on your dd or FA? I think not. That was ridiculous. I gave my reason at the time. I have felt for long time that NTAP was overvalued. So my call was wrong, how many times must you bring it up? That has no barring to what I'm asking now. NONE! I'm trying to understand why NTAP will stay G forever like you believe they will be. I really do not want to go into how I feel or how you feel about the G perspective on how to invest. I'm more interested in the technology and how companies want to address the sector, and what it will mean to NTAP, that has been my whole point in this exchange. I'm not trying to force my investment techniques on anyone nor should you. I can read 10-k over and over but that's not the DS perspective or someone else's that might be reading this thread, on how NTAP could be knock off it's pedestal . If you feel NTAP management has covered all the negatives find, state so. re: You're asking questions now, I believe, because you wish to argue ("make a point"). Not because you wish to learn or teach. You obviously haven't read any of my past post elsewhere during my time on SI. DS I will repeat it again. I'm interested in the technology. I find of value to look for the negatives in a company, much more then the positives. If I want to make post about short term direction TA or FA I will, and it's my right, but that's not what I'm trying to come to grips with here. Now look what has happen we have degenerated already. Greg->The Scarlet Letter hanging around his neck! My god he must be nuts to invest with using every available tool he can find.

To: DownSouth who wrote (5194)	11/20/2000 6:22:57 PM
From: ratan lal	Read Replies (1) \| Respond to of 10934

Do what? Win the Navy contract? Because NTAP chose not to take the risk of margin sacrifices necessary to win the business or impacting their other customer's delivery requirements in order to meet the Navy's requirements. DS, do you know the present status of NTAP's backlog. I know that I would NEVER go after a goviment (sp. on purpose) contarct unless I had the people and capacity to spare. They are just not worth the effort unless that is your main business. Private industry is so much easier, faster and fun to deal with.