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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: TimF who wrote (115268)	6/10/2000 1:31:00 AM
From: JohnD	Read Replies (1) \| Respond to of 1571682

OT What about ATML or SNDK - perhaps on a pullback? SNDK seems to have wild swings regularly, probably good to daytrade if you like. FWIW, JohnD

To: TimF who wrote (115268)	6/10/2000 12:48:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 1571682

Tim, >NTAP Price/Earnings (TTM) 396.81 Price/Sales (TTM) 50.50 Price/Book (MRQ) 62.44 Price/Cash Flow (TTM) 627.30 Seems over valued to me, but then it is a good company in an expanding market with 164% growth in sales over the last 5 years. 164% growth in sales over the last 5 years, that's less than 10% per year. I know, you meant that on a per year basis. To me, the only risk with NAS is that it's very new, as is SAN. Are they in competition, or complementary? Will the big dog EMC be able to go after the NAS market and impair NTAP's growth? I think the storage market is growing so fast that both NAS and SAN will go do extremely well, not have time to look back. I don't own NTAP only because I always thought it was expensive, but so's Cisco. Tony