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To: DownSouth who wrote (1835)	12/14/1999 12:18:00 PM
From: pirate_200	Read Replies (1) \| Respond to of 10934

> I'm going out on a limb, here. I expect NTAP to split again, > if this price holds, in the May/June timeframe. Then, if > we run up past 100 again post split, we will split again > next December. Well, if we take the 4/2001 (1.10) and 4/2002 (1.88) estimates and split adjust them, we see the following for 1X to 2X growth rate price targets post split: [4/2001 - $1.10 or .55 post split] .55 x 70 = $38.50 .55 x 140 = $77.00 [4/2002 - $1.88 or .94 post split] .94 x 70 = $65.80 .94 x 140 = $131.60 So, it is conceivable that we get back over $100 in calendar year 2000 chasing the 4/2002 forward earnings. I'm using 70% growth rate here and not figuring accelerated earnings, so this may be conservative. We eventually will get a multi-split year, but I think we need to see some further acceleration of earnings or fundamental business changes, like new products that further accelerate earnings, to get to that point.

To: DownSouth who wrote (1835)	12/15/1999 11:40:00 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 10934

*slightly OT* >I discovered that EXDS is an NTAP customer. There was some discussion of both customers on the G/K thread, and the question was raised there as a point of interest. DS. to borrow your vernacular, is a gorilla emerging from the mist in the web-hosting bidnez? i've got one by default (AboveNet via Metromedia Fiber), but frankly, have not done my due dilly. this sector looks positively explosive and thus the valuations by most any metric (e.g., P/S) have gone cyberspheric, so i've mostly been on the sidelines twiddling my unopposable thumbs. care to share, my simian brother? as is pro'ly readily apparent, i have not RTFM on dirty-pawed apes, -chris.