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Strategies & Market Trends : Steve's Channelling Thread

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To: Jacob Snyder who wrote (19964)	7/7/2001 6:13:41 PM
From: Zeev Hed	Read Replies (3) of 30051

I would say that where EMC goes, NTAP will follow, and since EMC has broken to a new low, I would expect NTAP to do the same. Right now, these two are starting a serious fight (including court fights on prior employees etc.) which will involve price competition, no one wins these fights. Since EMC has a bigger and deeper pocket, it will probably win. EMC has almost 8 times as much cash as NTAP has, and its trailing P/E is half that of EMC, so do not be surprised if before every thing is said and done both get to about 2/3 times book and sales. (right now they are about 4 to 5 times book and sales). Let see how they hold up in the next five six weeks... Zeev

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