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Technology Stocks : Network Appliance
NTAP 107.02+1.6%3:59 PM EST
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To: Tidbits who wrote (10272)9/6/2002 12:04:34 AM
From: Uncle Frank  Read Replies (2) of 10934
 
>> Looking at NetApp as having market share which it must compete to grow means that a P/E based on future potential is a mistake.

Actually, from all reports ntap has grown market share, and maintained impressive gross margins through the techwreck. Should the sector recover, their current share is more than adequate to propel them to levels of profitablity in support of their current valuation and more. Despite the fact that the market's in a value phase at the moment, I would look at a $3 target for a cash flow positive enterprise with book value of $2.64 as unnecessarily conservative.

jmho,
uf
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