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To: Jacob Snyder who wrote (9551)	11/15/2001 9:05:53 PM
From: SecularBull	Respond to of 10934

So what does all that say for the next 2 months? ~SB~

To: Jacob Snyder who wrote (9551)	11/15/2001 11:28:36 PM
From: Uncle Frank	Respond to of 10934

>> And, since it's a Gorilla, and I see no discontinuous innovation, I can be confident... While ntap has long been a component of the Gorilla & King Index, we've never dubbed it a Gorilla. Start feeling less confident :-). uf

To: Jacob Snyder who wrote (9551)	11/15/2001 11:37:17 PM
From: kumar	Respond to of 10934

based on expected 2012 earnings, I calculate a very low PE Hats off to u. u read the tea leaves better than the execs there. cheers, kumar

To: Jacob Snyder who wrote (9551)	11/16/2001 12:29:42 AM
From: techreports	Respond to of 10934

However, based on expected 2012 earnings, I calculate a very low PE. And, since it's a Gorilla, and I see no discontinuous innovation, I can be confident of those earnings, and know that I hold a safe stock (which the market, as always, is severely undervaluing). Jacob, I thought NetApp was overvalued and it was dangerous to buy NetApp just cause they are growing..? Doesn't valuation matter?

To: Jacob Snyder who wrote (9551)	11/16/2001 8:21:16 AM
From: JakeStraw	Respond to of 10934

>>However, based on expected 2012 earnings, I calculate a very low PE. Huh?? I sure hope that is a typo!

To: Jacob Snyder who wrote (9551)	11/16/2001 9:13:07 AM
From: im a survivor	Respond to of 10934

<<<However, based on expected 2012 earnings, I calculate a very low PE. And, since it's a Gorilla, and I see no discontinuous innovation, I can be confident of those earnings, and know that I hold a safe stock (which the market, as always, is severely undervaluing). >> So you think NTAP is going to be a future gorilla? Nothing to knock it from it's throne as king of the jungle? I sure hope your right.......I am not selling the rallies for the simple reason I want this stock long term, and am lousy at timing the market....the minute I sell, it will bust thru the 200dma and leave me behind <ggg>....so instead of selling the rallies, I just hold on, and when we dip, I buy more.......I am hoping in 5 or 10 years, my current investement in NTAP will be appreciably higher......have a good weekend everybody......

To: Jacob Snyder who wrote (9551)	11/16/2001 1:21:59 PM
From: Jacob Snyder	Read Replies (2) \| Respond to of 10934

re: "based on expected 2012 earnings, I calculate a very low PE. And, since it's a Gorilla, and I see no discontinuous innovation, I can be confident of those earnings, and know that I hold a safe stock (which the market, as always, is severely undervaluing)." I love it when I make a joke, one I thought was pretty obvious, and (almost) no one gets it. Everything in that sentence, should have set off alarms on BullshitO'meters (at least, ones that have been properly calibrated to PostBubble conditions). Making any statement about current valuation, based on earnings estimates >10 years out, is silly, and obviously so. I guess next time, I'll have to use 2022 earnings estimates. This is my main problem with the DCF method of valuation, the fact that you have to plug in growth estimates for the far future, and small changes in those estimates cause large changes in present value of the stock.