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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (8591)	6/27/2001 10:46:29 PM
From: SecularBull	Respond to of 10934

I think that in a slow economic environment NAS has huge potential over SAN. Rutgers was right about storage being recession proof. It may have brief drops like we've seen, but it will be the first part of IT spending to recover. Beyond that, then CIOs have to look at TCO (total cost of ownership for those of you in Rio Linda and Palm Beach County). This is were NAS has the clear advantage. ~SB~

To: Jacob Snyder who wrote (8591)	6/28/2001 3:49:21 PM
From: thesmay	Read Replies (1) \| Respond to of 10934

Jacob, It seems to me everyone is talking about valuation going forward like the last 15 years never happened. Why do you think valuations will stay low even when the economy starts firing on all cylinders? NTAP has always had an extemely high p/e as did CSCO and a host of others, not to mention the companies that didn't have earnings. Curious to your answer, I've read your posts on different threads and value your opinion. It seems to me that when things are good or bad, people tend to overreact on both sides. TIA

To: Jacob Snyder who wrote (8591)	7/2/2001 11:44:33 AM
From: SGJ	Read Replies (1) \| Respond to of 10934

Youre assuming a slow steady growth situation after this decline. Remember when things turn around, the sales/revenue upside can be explosive due to pent up demand and low inventories. The earnings upside is accelerated due to initially lower fixed and variable costs after two year of austerity. The growth rates are distorted higher due to favorable annual and quarterly comparisions, sending the PEGs crashing and the prices rising to catch up. Mania all over again? Nah, this time its different. :-)