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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: pinhi who wrote (19999)	11/28/2000 10:59:56 AM
From: SE	Respond to of 65232

grub

To: pinhi who wrote (19999)	11/28/2000 11:14:42 AM
From: CAtechTrader	Read Replies (1) \| Respond to of 65232

Re: NTAP...we own it around 70 average now...a 2/3 position, won't buy more until it trades above our average price again. EMC competing product "news" is tough on psychology for awhile. My bet is that Greg M is right and that a basing period of some time is due in NTAP...We are focusing our larger positions on already "based", relatively strong charts like QCOM and positions that we feel will have positive earnings surprises in the short term like CIEN.