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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (1624)	9/22/2000 5:43:12 PM
From: Libbyt	Read Replies (1) \| Respond to of 57684

Conference... I can't remember who was listed on the conference schedule...did SCON give a presentation? If they did, did you attend...and any new thoughts on this stock? Thanks!

To: Bill Harmond who wrote (1624)	9/22/2000 5:55:42 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 57684

What, you don't want to post the WHOLE THING?<G> BRCD is growing so fast and is so profitable, it is nearly impossible to try to value it.It's probably reasonable that they earn 2.50 bucks next year and then continue at well above a 150% growth rate. It's probably selling at a pe of under 20 on 2003 earnings. And will continue to fly for years after. There is just no competition unless NTAP changes the underlying market in its eventual collision with EMC.