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

To: Northern Marlin who wrote (12217)2/15/2001 8:34:28 AM
From: GVTucker  Respond to of 17183
 
Philip, RE: Do you dispute that NTAP's historical revenue growth rate is higher than EMC's?

No dispute here. Looking forward, though, NTAP's sequential growth has been declining for three quarters now.

EMC is a little difficult to directly compare, but it appears as though EMC's growth is not slowing.



To: Northern Marlin who wrote (12217)2/15/2001 9:18:40 AM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 17183
 
Thanks for your points. IMO, it's not so much an issue of whether EMC has a higher growth rate, but that EMC should have a growth rate even in the same ball park as NTAP is not a good sign for NTAP. Not at its current high valuation, in any case.


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