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

To: hamsandwich who wrote (11950)	1/25/2001 9:21:07 AM
From: Elroy	Read Replies (1) \| Respond to of 17183

even with today's sell off, the stock is trading at a forward p/e of 110x whereas EMC is trading at a forward p/e of around 80x. We're not saying that EMC is cheap, our point is that both are richly valued. This comment shows the writer's lack of valuation ability. NTAP is growing 100% year over year, and EMC is growing 35% year over year, so - all else being equal - NTAP's forward multiple should be 3x EMC's. Of the two EMC is much more expensive on a valuation basis. Elroy