Network Appliance Message Board

STOCKTALK

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 115.78

+3.1%

Dec 2 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: SecularBull who wrote (9399)	11/1/2001 1:53:25 PM
From: Jacob Snyder	of 10934

re: Firm's best estimate is that rev comes in at $195-$200 mln If that's true, then the quarter just ending is the low point for revenues. Margins aren't going to go down, if revenues are going up (fixed costs get spread out over more sales). From the analyst reports I've been reading, the consensus is that storage companie's revenues are going to mirror overall economic activity, which isn't expected to bottom until 2Q02. A bottoming now for NTAP, means forward expectations are going to be raised a lot, for 2002. It will be interesting to compare NTAP's vs. EMC's results. If we start seeing analysts raising expected EPS numbers for NTAP, but not for EMC, then the stocks are going to act very differently. The crucial numbers are not profits (and certainly not the pro forma numbers). The crucial numbers are the direction that sales and margins are going.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next