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To: DownSouth who wrote (5106)11/18/2000 8:41:32 PM
From: Pigboy  Read Replies (1) | Respond to of 10934
 
DS,

Thanks for your response.

<< I do not see this as guidance toward decellerating revenues as others have. I see it as responsible, conservative management of expectations. >>

I was not talking about guidance of expectations on NTAP. I was just looking at how fast they grew last year and how fast they have grown SO FAR this year and it looks (unless I am reading the wrong numbers) to me like they already ARE slowing down (even though, as I said, they are still growing gangbusters) from how fast they were growing last year.

This is the main thing I am currently looking for in stocks to own... which makes me think someone like CSCO seems kinda undervalued here (at 20 Bill + in rev, their revenue growth is actually accelerating...amazing).

cheers,
pigboy