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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: John Carragher who wrote (11539)11/15/2000 12:37:17 PM
From: Tony Viola  Read Replies (1) | Respond to of 17183
 
John, NTAP turned the corner, in a way, in that their YOY revenue increase for the quarter wasn't quite as high as the previous quarter's YOY increase. It was still over 100% increase though, which of course is still fantastic. This is what Cisco is watched for so closely, i.e., when their YOY rev. for a quarter goes down vs. the previous quarter. Hasn't happened yet (in eleven successive quarters), but it's only inevitable. Cisco's CEO John Chambers hinted in their CC last week that it won't happen in their next report. Of course, NTAP's P/E, as Bill points out, is or was over 400. This makes Cisco's look like relative chump change.

Tony



To: John Carragher who wrote (11539)11/15/2000 3:13:54 PM
From: Bob Kim  Respond to of 17183
 
John, ML is sticking with a $185 price target that implies 463x F01E and 308x F02E EPS, but I don't think the NTAP analyst was expecting his ML colleague Henry Blodget to bash NTAP's caching business in order to support INKT.


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