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

To: LindyBill who wrote (37557)1/5/2001 11:28:06 AM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
Tough times, LB.

In case you missed this from Pru posted by pirate 2000 on the NTAP thread:

cnetinvestor.com

Network Appliance Inc
STRONG BUY
NTAP -- STORAGE DEMAND REMAINS STRONG. QUARTER ON TRACK: NTAP | $64.00 | OTC
Despite concerns that contracting I/T budgets have caused storage demand to slow, our recent checks suggest demand for NTAP's storage offerings remains strong.
Specifically, recent sales and company checks support the outlook for 95%+ Y/Y revenue growth in the January quarter.



To: LindyBill who wrote (37557)1/5/2001 12:59:46 PM
From: John Lacelle  Read Replies (2) | Respond to of 54805
 
Lindy,

Yea, I think this Bear ain't dead yet. We still have
the fallout of massive DOTCOM failures, the impact of
energy price increases, and irrational exhuberance of
a hangover. This could just be the begining of the
uglyness...of course, that means time to buy for those
who were ready for this.

-John


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