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To: Jacob Snyder who wrote (9120)	9/10/2001 11:40:07 PM
From: Uncle Frank	Respond to of 10934

>> Almost as strange as having UF defend me. I figured you could use a friend now that you've pissed off the bears as much as you did the bulls earlier <lol>. Heck, I've even got your thread bookmarked. Subject 51632 uf

To: Jacob Snyder who wrote (9120)	9/11/2001 12:28:09 AM
From: SecularBull	Respond to of 10934

Is your post a contrarian indicator, and if so, how do we read it? <G> ~SB~

To: Jacob Snyder who wrote (9120)	9/11/2001 1:08:12 AM
From: David W. Taylor	Read Replies (2) \| Respond to of 10934

I'm sorry. I thought that I was discussing this with someone, who is open to rational analysis. The stock is at a P/E of 53.1. That makes it wildly overvalued. No amount of hope on your part is going to change the truth. Sorry.

To: Jacob Snyder who wrote (9120)	9/11/2001 2:45:39 AM
From: techreports	Read Replies (1) \| Respond to of 10934

Jacob Snyder, just wanted to tell you that your post was thought-provoking. For a company with gross margins of 56% (during horrible industry conditions), lots of cash, no debt, high barriers to entry, proven management and proven markets (this ain't no dotcom with a teenage CEO), and estimated analyst LT EPS growth rate of 30%-35%, a P/S of 4 is not unreasonable. If the market drops another 50%, and you buy then, you will do very well. The market may do that. NTAP may do that. Place your bets. Some good reasons why one should buy NTAP, but is NTAP the best company to buy in the tech sector? I guess i'm more concerned about EMC. Talk about proven management. EMC has a P/S ratio of 3.19 EMC's CEO says the total storage market (hardware, software, services) will be roughly 80 billion by 2005. With the bubble popping, it might take longer till that 80B dollar number is reached. Over 1 billion in R&D annually with 75% going to software. $2.55B in cash and little to no debt. One has to be afraid of the possible dilemma NAS offers to SAN. Even though EMC's CEO knows about NAS, that doesn't mean they will succeed and not fall like IBM or DEC did. Look what Dell's built-to-order did to Compaq and HP. Only being a college student, i don't really have any on-hands experience with this stuff. I think we should ask someone who has worked with this stuff (and isn't bias), whether they feel NAS will disrupt SAN or will they both live or will they merge? It's interesting that EMC was able to knock IBM out of the top seat in storage. IBM is no slouch, however, it wasn't till IBM got their current CEO before they turned around. Maybe the fact that EMC only focuses on storage is a pretty big advantage people underestimate. EMC's main competitors - CPQ, HP, IBM, Hitachi, and Sun all focus on many other things. NetApp still isn't cheap on next year's estimates. Jacob what else are you looking at?