SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?


To: ratan lal who wrote (5872)1/24/2001 12:02:16 PM
From: Uncle Frank  Respond to of 10934
 
>> Isnt anyone scared of the rich valuation of all these companies?

All what companies? We're just discussing ntap here.

>> How many years of growth at current levels will it need to finally reach a p/e of around 20-30??

Ntap will have a p/e of 20 when its growth rate drops to the 10-20% range. If we've assessed its competitive advantage period correctly, that should take about a decade. I plan to find another high flying growth stock by then <gg>.

uf



To: ratan lal who wrote (5872)1/24/2001 12:15:49 PM
From: DownSouth  Read Replies (1) | Respond to of 10934
 
How many years of growth at current levels will it need to finally reach a p/e of around 20-30??

I guess that depends on when its margins and growth rate are down enough to bring the PE down to 20-30.