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Technology Stocks : All About Sun Microsystems

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To: briank who wrote (35442)	9/18/2000 1:57:06 PM
From: JDN	Read Replies (2) of 64865

Dear Briank: OT OT NTAP is one of the weirdest situations I know of. Current PE is over 630. NTAP's market is PUBLICLY coveted by CPQ and SUNW with CPQ saying they intend to DOMINATE it. EMC has a competing line and if they so intended I am sure they too could penetrate this market more. YET....NTAP continues to soar. I cant explain it, and I dont own it. Cant say I am jealous as have done very well with EMC but it just amazes me that people are still pushing that investment higher in face of significant potential competition from players far bigger with far greater financial firepower than NTAP. JDN

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