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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: HairBall who wrote (78084)	6/6/2001 1:19:01 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 99985

>> Did your FA get you out of NTAP at or near the top? That was a cruel question :-). Gorilla Game metrics are very useful for identifying companies that have the potential for a long term sustainable competitive advantage, but pretty useless for determining exit points. That's an area those of us on the G&K thread have been working on lately. At the micro level, the fundamentals of ntap continued to look good right up to the point where they warned. I was studiously ignoring the macro picture, as I didn't consider network memory to be cyclical. My primary investments are qcom, sebl, and ntap, and the game is far from over. I'll let you know how those investments worked out in 5 years or so. uf