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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Stephen who wrote (23190)11/1/2001 10:54:59 PM
From: BirdDog  Read Replies (3) | Respond to of 52237
 
...you must be the NTAP CEO right ??.... GG...

Please excuse me for running on with all these posts on one company. I only thought I was being nice in suggesting people check on this and maybe make some money on a trade. I know the market is super flaky right now. We could easily crash. Things don't look good. But then, isn't that what the bottom looks like? And I do think this company has the right stuff to lead the market out of the bottom. Also I wasn't lying when I said I knew this company.

...if the trend isn't what it seems regarding considerable margin contraction...

The most important margin is the gross margin. NTAP has been able to keep gross margins above 50%. That is excellent. Especially in times like these.

... perhaps update me on the latest full year revenue & earnings projection so I can re-evaluate ?? ... TIA

Straight from my personal CEO web page.... :)
ntap.com

Please bear in mind. All these estimates are still based on a little NAS storage company. The analysts will wait till earnings prove other markets. And as I have shown, NTAP is not only in NAS, but also SAN and all other storage solutions now. Bear in mind, many experts have said that NAS and SAN are but a sliver of the total storage market. Direct attached and server attached make up a much larger piece of the total market. And NTAP takes those in with their total storage solution now. Also bear in mind, even though SAN and NAS are but a sliver of the total market NTAP is addressing now... NAS is a tiny amount compared to SAN. So NTAP has expanded their market tremendously. The analysts wont show it till it proves itself on the balance sheet.

BirdDog@OhHomeOnTheRange.com