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

To: chaz who wrote (15902)	1/21/2000 11:49:00 PM
From: Rick	Read Replies (2) \| Respond to of 54805

The CEO of JDSU was just on CNN. All I got was his last 5 seconds. Can someone a little further west pick it up later? His last words were sometime like "We have a great future unless we screw it up." Honest. - Fred

To: chaz who wrote (15902)	1/22/2000 3:46:00 AM
From: Mike Buckley	Read Replies (3) \| Respond to of 54805

EMC/NTAP ratios: Market Cap: 7:1 Sales: 12.5:1 Net: 22.8:l It's a set of numbers like that which makes me wonder about valuations. If an investor knows relatively nothing about either company, that set of numbers begs some valuation questions to be answered in thorough research, such as: 1) In the long term, what is it about NTAP that merits a market cap only 1/7 EMC's market cap when it's sales are 1/13th EMC's sales and when it's earnings are 1/23 EMC's earnings? 2) Is it possible that EMC is relatively inexpensive, that NTAP is relatively expensive, that both are relatively expensive but NTAP is more expensive, that both are relatively inexpensive but EMC is more inexpensive, etc? 3) Depending on the answer to #2, am I better off looking at other product categories in which to play Gorilla/King Games, or am I better off playing those games in this turf? --Mike Buckley

To: chaz who wrote (15902)	1/22/2000 8:55:00 AM
From: Peter Sherman	Respond to of 54805

IMHO, NAS is coming on fast, SAN does not have as big a future and I do not see gorilla potential in that [SAN] area -- and I think the stock action in NTAP shows someone has been buying lots in the open market - we will see - just a seat of the pants feel - also, what about IBM in the SAN area -