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

To: JakeStraw who wrote (12409)	3/8/2001 1:30:04 PM
From: Crystal ball	Respond to of 17183

GROWTH is the key and NTAP has maintained GROWTH. Its never just earnings, never just price, thus never just P/E, its always about projected earnings and projected market share for future earnings, stream of earnings growth, and that means lookng at price to sales P/S for growth, which is the ratio that is replacing P/E. And at the rate of 25-30%, that means taking 1.25 x 1.25 x 1.25 x 1.25 = 2.44 or 244% exceeds the P/E just using this simplified math for projecting forward and present value casting forward. I am, Truly your$, -Crystal Ball

To: JakeStraw who wrote (12409)	3/9/2001 4:29:09 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 17183

EMC closed right at where we bounced on 2/22. At a price of 35, EMC is at Fair Value = forward EPS of 1.00$ times LT expected growth rate of 35%. If support holds here, I'll be thinking seriously about buying EMC LEAPs. If support doesn't hold, then I'll wait. Are forward 12M EPS expectations for NTAP still at 0.57? If they are, it just means a lot of the analysts haven't got around to revising them downward yet. CB doesn't think NTAP is overvalued, because he thinks they'll make 1.00 going forward, and they are worth a triple-digit PE. Pigs to the slaughter.