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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: Winston Chen who wrote (1812)	12/10/1999 8:21:00 PM
From: Winston Chen	Read Replies (1) \| Respond to of 10934

All; I share Lynn's(or was it bp's) concern that at 250 p/e, NTAP is ahead of itself. Then I thought, maybe, just maybe, it's not that bad. The long termers know that Larry Carter sits on the Netapp board. He is the the guy that guided CISCO System through the years and came up with the strategy which beats the Analysts' estimates by a penny every quarter since August of 1997. Lemme see, if NTAP adopts the same strategy that worked for CSCO so well, maybe we could have Yahoo's p/e and don't give a hooter about p/e. A p/e of 1,000 will give NTAP a price of $600 a share. I'm in guys. Just a thought for the weekend.