Pump's daily trading recs, emphasis on short selling Message Board

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Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling

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To: mattcar who wrote (3532)	7/9/2001 2:12:00 PM
From: Michail Shadkin	of 6873

Mattcar - Re: Storage Sector and NTAP I hate this sector. If EMC could have such a giant warnings, I see other warnings on the way in the sector. EMC is the leader, if they feel lots of pain, they will not be alone. NTAP is not really cheap by any means. cap is 3.3 billion estimate this quarter is +.02 (assuming they dont warn) forward 2002 estimate is +.18 Thats a pe of around 60 and thats taking an optimistic view. NTAP can bounce just like any stock can, but i wouldnt want to be long. Michail

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