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

To: Uncle Frank who wrote (372)	2/23/1999 11:31:00 AM
From: Teflon	Read Replies (1) \| Respond to of 54805

Uncle Frank, About those 150 MSFT Calls you picked up, I think you should let them ride a little longer than two days...!!!! I jumped on those April 180 Calls (as I believe t2k did as well) and I am pretty happy with Mr. Greenspan's testimony today. Per my post yesterday, I think these Calls are about as calculated a risk as any of us individual investors can make without inside information. I think she (MSFT) is just getting started. I am also thinking about adding to my AOL holdings today... Thanks, Teflon

To: Uncle Frank who wrote (372)	2/23/1999 11:47:00 AM
From: Teflon	Respond to of 54805

DownSouth and Uncle Frank, With regards to our earlier conversations on NTAP and EMC, I thought the following quote from Lehman (SUNW's CFO) was interesting in his interview with TheStreet.com: "Lehman: No, not really, because it is such a largely expanding market. [Lehman doodles a $35 and $40 on his purple Sun pad, to suggest that he feels the storage market is a $35 billion to $40 billion business.] In the next nine to 12 months, we will be rolling out our vision of network-attached storage, where our software will connect storage devices to one another. We want a networked consumer in a post-PC world." This poses one more potential challenge for NTAP in their attempts to dominate the NAS market. Lehman went on to say..." we feel we are different (than MSFT) and that there is a better way, and that is networked computing and network-attached storage." Thanks, Teflon