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To: Drake who wrote (6521)2/10/2001 2:32:09 PM
From: Elroy  Read Replies (2) | Respond to of 10934
 
Question - If revenue growth and earnings growth are slowing rather than accelerating, why should NTAP trade at a PEG above 1.0?

If NTAP's earnings are expected to grow about 50% in F2002 over F2001, and they are expected to earn about sixty cents in F2002, then isn't the fair price for NTAP 50x sixty cents, or thirty bucks?

Elroy



To: Drake who wrote (6521)2/10/2001 9:27:53 PM
From: DownSouth  Read Replies (1) | Respond to of 10934
 
Does anyone know why Kevin Landis of Firsthand Technology Funds does not own any NTAP in any of his funds as of the end of December?

Snide, flippant response:

Because Kevin doesn't get it.