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Technology Stocks : Network Appliance

NTAP 115.78

+3.1%

Dec 2 3:59 PM EST

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To: SecularBull who wrote (6193)	2/7/2001 6:17:47 PM
From: jmanvegas	Read Replies (2) of 10934

You got it really wrong. Earnings were released on Jan 25 - revenues of $130M and earnings of .20/share. Therefore, GSPN is currently selling at a 40 PE based on today's close. Reasonable and in line. GSPN is a semiconductor company and is the world's leader in DSL chipsets. It is not a DSL equipment provider. So if we don't have DSL technology, how are we all going to have broadband someday? Via cable modem technology which is a shared network. I don't think so. Cable & DSL will co-exist and who wins, I don't know. But DSL dominates the foreign markets since there is no heavy forklifting to do in order to provide broadband. Since this is the NTAP board, I really don't want to take up much more space & time regarding other stocks. But the point is that NTAP has been dropping because of valuation. Now GSPN did its nose dive as well from the $150 level. But at this point in time in the marketplace, the question is where should one put their money if they want to invest in the tech sector. And that is why we keep seeing this constant rotation within various tech sectors on a daily basis. One day it's storage, the next day it's networkers, etc. I'm just looking for GARP and betting more on reasonably priced midcaps than large caps. jmanvegas

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