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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (49083)7/11/2001 4:42:47 PM
From: w0z  Read Replies (1) | Respond to of 70976
 
***OT EMC vs NTAP...I like NTAP best at current levels:


                Last Q Sales    Growth    PE   PS    PB

EMC              2.34B           +29%    34    6.6    7.3
NTAP             1.01B           +74%    66    4.8    5.4


Besides I know CEO Dan Warmenhoven from my HP days...good guy!



To: Jacob Snyder who wrote (49083)7/11/2001 5:37:55 PM
From: Mark Marcellus  Read Replies (1) | Respond to of 70976
 
OT re NTAP:

I can't decide who the clear winner will be, EMC or NTAP

What about two other realistic possibilities?

c. IBM
d. Nobody



To: Jacob Snyder who wrote (49083)7/12/2001 7:59:43 AM
From: John Trader  Respond to of 70976
 
Jacob, Thanks very much for your thoughts on NTAP. I have not thought too much about this sector lately, but will look more into it.

John


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