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: im a survivor who wrote (6039)2/1/2001 1:26:27 PM
From: Dave Gore  Respond to of 10934
 
A reasonable approach but until the JNPR's, RIMM's and other crazy PE stocks from 400-1300 fall, there is no way that NTAP with a forward PE of about 75 is going to drop that far, at least prior to earnings. I have been wrong before but again, the Market is self-correcting and the cheaper stocks are always scooped up first. Most stocks have also been running into earnings.

Nevertheless a wait and see attitude is fine.



To: im a survivor who wrote (6039)2/1/2001 6:10:25 PM
From: Tulvio Durand  Read Replies (1) | Respond to of 10934
 
..Merril is Long NTAP, naturally they defend it .......listening to the analysts will only get you in a heap of trouble most of the time....

The comments made at the Merrill Lynch conference on data storage were by none other than Daniel Warmenhoven, CEO of NTAP, and not some ML anlyst.

Tulvio