I am agnostic on this question, which is why I'm buying both. I'll sell the loser, (when I figure out who that is).
heh...i was just thinking about that same thing 2 minutes ago. I'm having a difficult time figuring which company/stock I should own. EMC, while it has many things going for it, is more expensive (more expensive than i'd like to buy. I'm very interested in seeing EMC trade at a P/S ratio of 3.5 which is what their average was during the early 90s). Of course, i'd like to see NetApp win, b/c the rewards would be much bigger (NTAP only a 4B dollar company) Plus some feel that NAS will replace SAN, b/c its a DI, ect..
NetApp, however, is the leader in the NAS space and i'm interested in how DAFS will help the NAS market and it's acceptance into corporate America. Something like 40% of their business was with dot coms..
I also need to figure out how much market share both EMC and NTAP really have. Some reports are not accurate, b/c it includes both EMC's SANs sales along with their NAS sales.
I don't put people on ignore because I don't agree with them. I don't learn much by talking to people who think the same way I do. And there is the danger of just reinforcing my own false assumptions. Rather, I put people on ignore when they are incapable of backing up their opinions with facts and logic.
Couldn't have said it any better, however, i have a hard time acknowledging when i'm wrong and selling a stock, because basically that means i was wrong in the first place and meant all my research was a waste of time. |
