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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (39948)3/3/2001 4:22:53 PM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
Re #7, you might want to compare gross margins, top line growth, and rate of change of dcf before you reach a conclusion.

Since it seems the network storage sector will experience healthy growth, why is it necessary to pick on entrant? EMC + NTAP make a daily double play.

uf



To: Jacob Snyder who wrote (39948)3/4/2001 1:54:31 AM
From: Jacob Snyder  Read Replies (1) | Respond to of 54805
 
correction: EMC's P/CF is 48, NTAP's P/CF is 94, so EMC's P/CF is half that of NTAP's.


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