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Technology Stocks : Network Appliance

NTAP 112.94

-0.7%

Nov 7 9:30 AM EST

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To: DownSouth who wrote (4273)	9/9/2000 10:32:10 PM
From: Apollo	Read Replies (1) of 10934

Did you read that Salamon Smith Barney report? A must read. I would love to hear some impressions and arguments from others about this report (posted earlier). Read the SSB report in its entirety. I have to admit I don't yet understand all of the technical details. But the following caught my eye: 1. They expect storage in general to outperform even analysts' high expectations. 2. The adoption rate of SAN is even greater than that of NAS (fig. 4). 3. NTAP's revenue & earnings growth are increasing at an accelerated pace in the past 2-3 qtrs. 4. SSB has assigned a forward P/E of 196, with a target of $120/share. That's a helluva P/E; the PEG at 3.7 or so, is also pretty high. 5. New products coming, including high-end filer. I'm glad I own it, wish I had more. Good for the long haul. Sure is richly valued. Apollo

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