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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (4561)	8/2/1999 10:28:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

I tried to post this message earlier, but the SI gremlins got me. For those of you using WSRN (and I use it on a regular basis) be aware that their net profit data does not exclude one-time charges. As a result, their PEs will be too high and their net margins will be too low compared to the same data that rightfully excludes one-time accounting events. --Mike Buckley

To: DownSouth who wrote (4561)	8/3/1999 3:42:00 AM
From: chaz	Read Replies (3) \| Respond to of 54805

DS: On the NTAP home page is an IDC news article (posted earlier I think) showing their market growing roughly 50% annually for the next four years, with NTAP currently commanding 40% of it, and ASPX, the only other company mentioned, at 20% market share. To double check, I called up the SI profiles on both...ASPX is (currently) holding 5% of the revenue NTAP reported. Do you have any idea as to why these two figures don't jibe...that's a very large discrepancy. BTW, I placed an after hours order for NTAP in my Roth. I know, I know....dry powder burning a hole in my pocket. No, I didn't use it all.