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To: Uncle Frank who wrote (5964)	1/26/2001 3:57:42 PM
From: im a survivor	Read Replies (1) \| Respond to of 10934

Ahhh.....because like you, I have an evil twin. I am a gambling man by nature, but last year taught me to be conservative as well....must find a nice mix to satisfy the gambling trader in me and the part of me that knows we must take a halfhearted conservative approach, or the market could hand you your head on a platter. Ntap, as I said, I love long term and agree with everything you say....as a LTB&h'r with ntap you are correct to hold and not worry about a thing. My concerns about ntap, I spelled out...short term only....very high pe...unstable time......good bet it could be cheaper sometime before end of october. Earnings still havent come out.....they could run after earnings or get whacked....but again, I keep getting drawn to the super high pe, typical earnings sell off's that are occuring and time of year we are entering. As for SSTI...well, for one thing, I like the fact it sports a much lower...and I mean much lower PE then ntap...is in a high growth segement and is beaten down pretty bad already. Yes, one may think the delay in earnings could be a negative and maybe it is....when I contacted the company I was told simply that they had just finished their biggest qrtr ever, had alot of numbers to crunch and wanted to ensure they got it right. I was told it had no bearing on sndk, or that ssti will be guiding lower. They would not and could not comment on that. They did say that Bing has been very upbeat and positive ( then again, so was eli with sndk) and that they are looking at a very bright future....again, it doesnt mean squat...they could miss, they could lower...who know's...but the fact that it is high growth, everything out of the company has been extremely positive to date, they are expanding capacity and product lines and customer base...and they got whacked because sndk guided lower. Again, I have no idea what ssti does after earnings, nor how those earnings will be. I do like the current valuation versus growth...I do like the segment it is in, and the moves they are making....and lastly, I feel long term potential for ssti is greater then long term downside and in a market where valuation/growth/pe's are really starting to matter, I think it is prudent to have a few safer valuation plays, of which I think ssti is one...has a gap down to $9...I will buy more if it hits $9......then again, the gambling man must be made happy as well, and that is why I have rmbs and rmbs calls and etc, etc.....doing the extr CC thing, although I am out right now of extr and etc......you know me frank...I make no sense whatsoever because within me there is a gambling trading man that made a fortune and lost a fortune and another side of me that came out because of the gambling man losing the forune <ggg>, that try's and remains fairly conservative.......I don;t expect this to make much sense, as I rarely make sense to myself <ggg>, but hope it helps to answer your question about my conflicting personalities that constantly battle each other. by the way....whats your take on the near term...next few months.....half the folks think " dont foght the fed, the bull is back...mostly an uptrend all year"...Others say "it will be messy after this next fed lowering and will stay messy til end of october at whih time money flow will come back in record volume to tech sector...which side do you tend to believe? Me? I am clueless, but what else is new....... keith...great weekend to all