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To: Crystal ball who wrote (8994)8/17/2001 1:12:39 PM
From: JakeStraw  Read Replies (2) | Respond to of 10934
 
>> I predict their next Quarterly Earnings will be a surprise on the upside,

That would be a surprise :^) I personally think their next qtr. sales will be lower, gross margin will drop further, as will net income. They have a good amount of revenue deferred so they can "massage" their bottom line a bit. All 'n all I think next qtr. eps will be flat.



To: Crystal ball who wrote (8994)8/18/2001 9:23:09 PM
From: James Calladine  Read Replies (1) | Respond to of 10934
 
"You have to be on board the train when it leaves the station to get to your destination."

That piece of advice, if followed in this Bear market will
most often lead to immediate losses.

"Days later EMC took a dive and with it Brocade and then BRCD announces they can not see anything, why? because they can not compete."

I am sorry but this is a facile explanation that almost nobody would make unless they were a "true believer".

Every thread has its optimist, I suppose, and that's fine.
Crystal, you are certainly the Optimist-King/Queen of this
thread.

But I believe your unmitigated boosterism actually is a disservice to NTAP and any gullible investors here, if they exist.

Namaste!

Jim