SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Network Appliance
NTAP 115.66-2.9%Dec 12 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: cfoe who wrote (7721)4/11/2001 8:19:44 PM
From: Jacob Snyder  Read Replies (1) of 10934
 
re: Where do you see "fair value" in this market?

NTAP <20
EMC < 30
TXN <30
AMAT: wherever support forms, after INTC cuts their capex.
CSCO : I have no idea, as I don't trust thier sales, profit, or cash flow numbers, past or future. Once the bad news is out (we're not even close), I'll be able to guess a "fair value". With competition like LU, CSCO will dominate telco-equip, eventually.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext