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To: Jacob Snyder who wrote (7671)4/10/2001 11:46:12 PM
From: Ron Dior  Read Replies (1) | Respond to of 10934
 
NTAP at 15 isn't some bad dream you're going to wake up from. This isn't like 1998, where the IMF and Fed put a "fix" in, and stocks rebounded back to new highs in a few months.

How do you know that? Do you think that all of a sudden the market is reacting soundly? This market is no different than it was in '98. It is behaving erratically and overacting around every corner. Because we are overreacting to the downside now you feel that we couldn't possibly overreact to the upside? This stock could as easily go back to its old highs as it came down from them. That is the only thing that history could ever teach us on Wall Street.

Ron Dior



To: Jacob Snyder who wrote (7671)4/11/2001 12:32:49 AM
From: Dr. Id  Read Replies (2) | Respond to of 10934
 
I'm trying to make this thread useful, by challenging the GroupThink here, that focuses on unimportant things, and ignores the factors that
have driven the stock down so far, and will continue to do so.


Jacob,

I actually don't see evidence of groupthink here (and I'm the one who has consistently cautioned against it on the G and K thread.) How are you using the term? If you're speaking of a general bullishness about the company, that's not groupthink. If you're speaking of annoyance at those that are bearish without presenting relevant facts to NTAP specifically and the storage industry generally (but are rather making bearish statements based on TA, other "tech stocks", etc.), that is not groupthink. What exactly are you referring to, and which particular school of Groupthink are you referencing?

Dr.Id@checkingthecredibilityofthedeprogrammer.com



To: Jacob Snyder who wrote (7671)4/11/2001 12:54:15 AM
From: SecularBull  Respond to of 10934
 
Jacob, I still do not understand why you feel the need to enlighten those of us afflicted with groupthink. Your position on this stock and the economy are painfully clear (albeit incorrect, imho).

What's your purpose?

~SB~



To: Jacob Snyder who wrote (7671)4/11/2001 1:07:15 AM
From: Uncle Frank  Respond to of 10934
 
>> And you are also right, that I am being deliberately provocative.

Your candor is admirable, but if your intent is to influence others to your way of thinking, your approach is flawed.

>> I know you "hold in low esteem" anyone who pays attention to PE, P/S, PEG, or any other valuation metric.

Why don't you re-think that thesis in light of the fact that one of my closest friends and valued advisors is Mike Buckley, a renowned valuation junkie.

uf