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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (33393)	10/23/2000 6:55:01 PM
From: chaz	Read Replies (2) of 54805

Apollo, I thought the EMC-Boston presentation you linked was interesting...end-to-end solution, rah-rah etc., but: bigcharts.com This may be the law of big vs small numbers at work, but it also looks like NTAP is being recognized, and rewarded, for picking the right spot in which to compete. SI has NTAP's 5-year growth rate at 56%, EMC's at 32%. Relative to EPS growth, EMC's current PE is far higher than NTAP's current PE, so inspite of NTAP's astronomical PE, it still looks to be the better choice for the LTB&H investor. Chaz Chaz

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