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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: shamsaee who wrote (2746)	3/13/2001 12:20:05 PM
From: Lee Lichterman III	Read Replies (1) \| Respond to of 52237

I haven't kept up with them lately so I would have to dig deeper top pull up some realistic growth numbers but basically a PEG ratio of under 1 based on REALISTIC growth. I also don't buy into the forward PE or Forward PEG either. I use trailing earnings then apply growth rate to get a more realistic target. I also use MY growth rate, not the sell side analysts since they always overshoot to the upside. When I last checked a few months ago, EMC needed to be cut by 2/3s at least and NTAP needed to get cut in half. NTAP is getting close although on my chart, I think they will likely hit 15 so that is where I would probably buy in my own account other than just to sell calls against. ( It does have nice premiums <ggg>) I imagine EMC still has much farther down to go since I recall it was in worse shape at the time than NTAP and is a larger company thus is closer to topping out it's growth rate. Again, I haven't done my homework on these recently so I would have to do the drills again. Also again, I do like this sector though long term better than most others. I don't think we are any where near the bottom of the semi or semi equip cycle. Software is so hit and miss and there are tons of servers on the reselling market so that is a scary bet as well for a while. AS you said, storage is a constant need thing and I don't see that changing anytime soon. We just have to watch the competition to see how soon it becomes commoditized and margins get squeezed. Good Luck, Lee