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Technology Stocks : Network Appliance

NTAP 111.96

+1.3%

Dec 19 3:59 PM EST

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To: Cooters who wrote (2266)	2/4/2000 5:07:00 PM
From: 100cfm	Read Replies (1) of 10934

Speaking of EMC, picked this up from soundview. EMC (EMC) Price: $110.00 Buy F00E: $1.39 F01E: $1.79 "We have updated our model to reflect 4Q99 results and as anticipated we have not made significant changes to our earnings estimates. We remained concerned with the market's reaction if EMC's growth slows again in 1Q00 as we project. Until then the stock should rise leading into a set of product announcements which we expect in March or April. We have raised our revenue estimate for F00 to $8.39 billion from $8.28 billion and lowered our EPS number to $1.39 from $1.40. We remain buyers of the stock on weakness while recognizing the volatility risks inherent in this high multiple stock." I especially like the 1st qtr. projected slowdown! If somebody is slowing down, that means somebody is speeding up, because the storage market isn't shrinking. PS: Are there cliff notes to the book DS recommends "Building network storage systems", My record to date before falling asleep is six pages.(tough read) 100

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