EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: John Carragher who wrote (11539)	11/15/2000 12:37:17 PM
From: Tony Viola	Read Replies (1) of 17183

John, NTAP turned the corner, in a way, in that their YOY revenue increase for the quarter wasn't quite as high as the previous quarter's YOY increase. It was still over 100% increase though, which of course is still fantastic. This is what Cisco is watched for so closely, i.e., when their YOY rev. for a quarter goes down vs. the previous quarter. Hasn't happened yet (in eleven successive quarters), but it's only inevitable. Cisco's CEO John Chambers hinted in their CC last week that it won't happen in their next report. Of course, NTAP's P/E, as Bill points out, is or was over 400. This makes Cisco's look like relative chump change. Tony

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