Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 179.56

+0.7%

Dec 24 12:59 PM EST

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To: Z Analyzer who wrote (7433)	11/28/1999 4:32:00 PM
From: TEMFASSBAL	Read Replies (1) of 9256

Hey Z, << he'll focus on stocks a little more reasononably priced than Network Appliance at 200 times earnings. -Z>> On the surface it seems a little rich doesn't it but in my third read of the the Gilder "Storewidth" piece this little tidbit got me thinking about NTAP a little more seriously even at these levels... "With a market cap of $7 billion, NetApp is hardly the undiscovered country, but the $250 million market of which it deservedly owns 42% today is estimated by just those sort of analysts who always underestimate the growth of the net to reach $5 billion in three years." The math isn't even tough...if you believe the growth projections and believe they can hold share (don't even want to think about a share growth scenario) this is one interesting situation. Tim

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