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Technology Stocks : Network Appliance

NTAP 111.56

+2.1%

Nov 28 9:30 AM EST

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To: Yani Strei who wrote (5172)	11/19/2000 12:33:24 AM
From: tinkershaw	Read Replies (1) of 10934

Yeah, I think your wrong to. Here is why: Sustainability of growth. NTAP is not just in a one or two year period of 100%+ growth. It is in a decade long-period where a 50%+ annual revenue and earnings growth is not out of the question and probably, all things considered, the most probable result ten years from now. How many companies can you say this about? Very few. I'll start listing: CSCO....list kind of ends there. NTAP's growth will be almost completely organic. The need for storage in the Internet age is as basic as the need for paper in the pre-Internet age period. Currently data storage is growing by leaps and bounds year in and year out due to increased entry on the web combined with increased applications taking advantage of the web. This equation will become even more extreme when you combine increased intensity of Internet use, with increased use of multi-media and broadband combined with the above increased entry and increased applications. The only thing you can expect from this combination is explosive long-term, sustainable growth for at least a decade or more. Tinker P.S. in my current tracking system for tracking best buy stocks NTAP is currently ranked #2, in a virtual tie with PMCS, both trailing Rambus but a good 10 points (which is very large separation). This system is still being refined, but it points to the fact that NTAP has moved from the bottom of this system to near the top in the last 2 weeks, and that it does not appear to be so over valued at all. At least in comparison with its intrinsic value (as I did a post a few days ago on from the perspective of someone trying to acquire NTAP ... fair value being around $45 billion) and now with my stock value tracking system. But interpretations will vary. P.P.S. in December of 1999 I did make a comment that NTAP was getting way over-valued and I wasn't going to buy anymore. It went on to do at least one more split, possibly two from that comment. It has now fallen back again to a relatively bargain level for any forward thinking long-term investors.

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