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

To: Uncle Frank who wrote (34759)	11/14/2000 7:27:04 PM
From: levy	Respond to of 54805

Subject 37410

To: Uncle Frank who wrote (34759)	11/14/2000 7:34:45 PM
From: Mike Buckley	Respond to of 54805

I listened, but Sir Galahad took notes <gg> ROTFLMAO!!!!!!!!!!!!!!!!! --Mike Buckley

To: Uncle Frank who wrote (34759)	11/15/2000 5:56:10 AM
From: Bruce Brown	Read Replies (3) \| Respond to of 54805

Excellent notes. Here's a link to the quick fundamental analysis of Network Appliances quarter by Andrew Chan over at The Motley Fool. The company is executing. I believe it sold off last quarter as well - even though they executed. This time around, the possible 'peak' in hypergrowth might be attributed to the reaction in the share price. Keep in mind, it's a long term investment as the data storage and data transfer pipes continue to be addressed quarter, after quarter, after quarter, after quarter, after - well, you get the idea. Pretty amazing growth regardless. boards.fool.com Gross margin: 61.6% (up from 61.3%) Flow Ratio: 1.13 (down from 1.30 due to the cash conversion cycle and amazing deferred revenue growth caused by the leases) Operating margin: 19.4% ROIC: 65.9% (Madmarv's calculation comes in at 77%) DSO: 49.5 (up a day and a half - 1.4 actually) Conservative sequential and y/y guidance. EMC and NTAP were two equities that received attention lately for trading quite a bit above their historic forward EPS estimates by the analyst community. Whether we call that inflated CAP or whatever, you can track something like that by looking at the chart at this link: marketplayer.com Don't flame me on that above issue, but I think the difference between $152 and the current $80+ bucks (or whatever it settles into over the next few weeks) certainly has brought the valuation a little bit closer to historical levels for those that track such things. I am a shareholder in NTAP. Growth is the focus at the moment. People hate to hear the words 'slowing growth'. Conservative guidance, as always, has been issued by management. Valuation concerns have been a large driver of the corrective phase of the market this year. Painful - as we know, but that is reality and it is healthy in the long run. It must be nice having a spread sheet to pop the numbers in and presto - instant FA. I may have to move from the 'skeptics' category of the technology adoption life cycle sequence and buy myself a Mac version of Excel. Pencil and paper have worked up to now, but I can't get all the calculations out as quick as others because of it. When Mike breaks down and totes his Qualcomm CDMA phone, I'll chip in for some Microsoft software on my Mac. BB