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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: edamo who wrote (19738)11/27/2000 1:34:02 PM
From: im a survivor  Read Replies (1) | Respond to of 65232
 
I would hope in the long run, ntap at $60 will have turned out to be a good buy.

Time will tell.

Thanks

Keith



To: edamo who wrote (19738)11/27/2000 2:27:49 PM
From: techguerrilla  Read Replies (2) | Respond to of 65232
 
Ed, I think you're right about high valuations

. . . . placing companies at serious risk in this new market environment. What do you think about Qualcomm and its reasonable (under the circumstances) P/E of about 100? For example, NTAP's is hovering around 250. The most troublesome one I see out there right now is BRCD at about 500. The market only needs one whiff of bad news to attack companies with P/Es like that.

/john


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