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

To: Jacob Snyder who wrote (39957)	3/4/2001 10:26:04 AM
From: hueyone	Respond to of 54805

re:EMC's P/CF is 48, NTAP's P/CF is 94, so EMC's P/CF is half that of NTAP's. Jacob, Thanks for sharing your analysis on EMC and NTAP. We get plenty of well reasoned arguments to buy NTAP on this thread so it is nice to balance this out with a perspective from the EMC side. However, I am curious where you are getting the CF denominators in your in your statement above. Clearly you are not using free cash flows nor cash flow from operations. Could you elaborate a little bit with regard to how you are making this calculation? Best, Huey