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To: JakeStraw who wrote (7058)3/15/2001 1:57:47 PM
From: Uncle Frank  Read Replies (1) | Respond to of 10934
 
F.Y.'98 to F.Y.'99 = 71%
F.Y.'99 to F.Y.'00 = 75%
F.Y.'00 to F.Y.'01 = 95% (estimated)
F.Y.'01 to F.Y.'02 = 39% (estimated)

Note that FY01 estimate includes 3 quarters of actual data, so it's probably pretty accurate.

With YoY growth rates of 71%, 75%, and 95% over the last 3 years, does 39% for FY02 seem reasonable? What weakness in ntap's business model do you think might lead to such a drastic change in long term growth rate?

uf



To: JakeStraw who wrote (7058)3/15/2001 2:29:23 PM
From: Crystal ball  Read Replies (1) | Respond to of 10934
 
An estimate is not historical until earnings are reported. The evidence is EPS GROWTH RATE of 498.14%, 95% is an estimate, 39% is a wild guess based on the economy never moving to recovery but assuming falsely a 3 year bear market, based on a bear recessionary or depression type economy lasting 2 to 3 years, it ain't gonna happen, and if it does, money won't mean anything anyway, and all these numbers would have to adjust for hyperinflation left out of the "eild guess" estimate for 2002. NTAP will return to at least $133-$138, and more likely, if I were to also play "guessing weatherman" tomorrow will be like today, next year, NTAP then should return to $152.
Otherwise name names, and show me their calculations, they are beyond "consensus", they are about as dumb and short selling conspiracy crowd as Prudential or SSB. Show me a real analyst and not any more of these dumb, late, retarded backward ANALyst penguins. Better yet, get me the company CFO. Until they change guidance with concrete numbers, we go by the consensus trend. It has not changed, and if it did, now, as the Fed is about to release lower interest rates, it would be HIGHER not lower.
I am not angry, mind you, just disgusted with these goofy ANALysts lately, because even with YOUR numbers its a double.
I am,
Truly your$,
-Crystal Ball