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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: mtnlady who wrote (1899)	5/24/2000 11:16:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 13572

2 times five year growth est. to equal ttm PE. At one time it used to be 1 to 1 as the conventional thinking, that's for JDSU. I think SEBL will never get backs to it's old high since I feel ORCL is going to eat into their biz. I think EMC is going to attack NTAP biz. As the SAN market goes IP over Ethernet, I feel the SAN market players will move into the NAS market. CREE I just don't have a handle on it's biz. All the above is gut feeling please don't ask me to debate the fine points, since the market is re-defining what value is, till it's done, all attempts to define value are just guess work. Greg