Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: TimF who wrote (125717)	10/10/2000 7:46:09 PM
From: tejek	Read Replies (1) of 1570682

Tim, Thanks for posting Article 9...I had forgotten the correct procedure. On the mod thread you posted that NTAP has a higher P/E than EMC as an argument for AMD having the same relationship with Intel. I just wanted to point out that NTAP's higher P/E is due not only to its faster growth than EMC but more importantly to the kind of data storage it provides, NAS, as opposed to EMC's SAN. NAS is considered by some to be the wave of the future, and that NTAP has the clear lead in this type of data storage technology. So they give NTAP's stock a premium over EMC's. Just in case you didn't know. ted

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