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To: JakeStraw who wrote (6118)	2/7/2001 12:02:51 PM
From: Dr. Id	Read Replies (1) \| Respond to of 10934

Are you serious?! You really don't think a p/e of 100 is high considering it's growth rate? No

To: JakeStraw who wrote (6118)	2/7/2001 12:09:54 PM
From: pirate_200	Read Replies (1) \| Respond to of 10934

> Are you serious?! You really don't think a p/e of 100 is high considering it's growth rate? Yes. No. The last quarterly report had revenue growth of 109% and earnings growth of 128% - if you look at this point in time and last demonstrated revenue/earnings, they are trading at a PE BELOW their demonstrated growth rate for this point in time, for the fiscal year ending this spring. We are talking just their growth rate, not even a multiple of their growth rate. This is undervalued to me. If they come out tomorrow and say forward guidance is 50% rev/earnings growth, then a PE of 100 is more palatable to me.

To: JakeStraw who wrote (6118)	2/7/2001 12:29:41 PM
From: BirdDog	Respond to of 10934

You really don't think a p/e of 100 is high considering it's growth rate? I don't get it? I hear all these people complaining about a high growth companies P/E. Now we got plenty of non high growth companies with P/E's well over double their growth rate. IP at 76 P/E, 4.88% LT growth. K at 18.66 P/E, 8.5% LT growth rate. MMM 24 P/E, 11.88% LT growth rate. What ever happened to a PEG ratio? And nobody disagrees that the estimated long term growth for NTAP is extremely conservative..... BirdDog