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Technology Stocks : Network Appliance
NTAP 114.72-0.9%Dec 3 3:59 PM EST
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To: JakeStraw who wrote (6238)2/8/2001 10:30:42 AM
From: SecularBull  Read Replies (2) of 10934
 
My argument is that there really is no fundamental reason for NTAP to be in the tank. Valuation is high by p/e standards, but this stock is much cheaper than EMC on a PEG basis. EMC is the hunted here. EMC is the company with the expensive product that can't justify its price against NAS (hence EMC's foray into NAS). NTAP (like the DELL of old) is positioned to kick the leader in the face, and keep kicking them while they're down.

JMHO,

LoF
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