SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: BirdDog who wrote (23185)11/1/2001 9:14:00 PM
From: Stephen  Read Replies (1) | Respond to of 52237
 
Birddog, re NTAP, my own view is that with a P/E of 70+ and the company expecting income of 75m on 1006m for 2001 vs income of 73.8 on revenue of 579m for 2000 ... its not a screaming buy right now. Pricing pressure is more likely to continue than the growth imho .... so the P/E will likely get bigger unless there's something I'm not seeing (edit -assuming static market cap).... all fwiw.

Course ... none of this means it won't go higher ... I'm only talking fundamentals after all.... LOL

Regards

Stephen