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.

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

To: Bretsky who wrote (35647)	11/29/2000 12:17:01 PM
From: slacker711	Respond to of 54805

I'm noticing nearly everyone in here, including me, own NTAP. My pondering thought continue to wonder if anyone is adding more at these levels ? FWIW....I am looking to add to my (small) NTAP holdings around 40. Slacker

To: Bretsky who wrote (35647)	11/29/2000 1:59:02 PM
From: k_maxwell	Read Replies (1) \| Respond to of 54805

re: NTAP / Portfolio Survey What strikes me is that so many respondents to the Portfolio survey, which began a few days ago, have NTAP at 5% or 10% of their portfolios, or higher. Since NTAP is now about 60%-65% off its high, does that mean that (a) some of these people had NTAP at 20%-30% of their portfolios only a few short weeks ago, or (b) have they been averaging down (like me). It seems clear to me from a quick review of the responses that QCOM is the most widely held (and heavily held) G&K stock among the respondents. Unless everyone has been averaging down, it looks to me that NTAP is very widely and heavily held here as well.

To: Bretsky who wrote (35647)	11/29/2000 4:00:27 PM
From: shamsaee	Respond to of 54805

It has been a long time since I posted but my advice is not to buy any more of anything for the time being.NTap is still trading at over 100 times next years earnings based on old estimates. Should we get a serious slow down as Mr. market is telling us and with more competition in the NAS sector things might get worse before they get better.A slight hint of trouble in the Nas sector and they will cut it down more. GM said 30 a few weeks ago and I thought he was crazy now I am not sure.