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To: michael modeme who wrote (705)	3/2/1999 12:59:00 AM
From: BLong	Read Replies (1) \| Respond to of 10934

Michael, If I remember right, the reason hedge funds got in so much trouble last year was because of their fancy mathematical equations. As an engineer, I've always believed that differential equations should be reserved for a more scientific and less emotional field than investing in the stock market. I feel the better approach is to know the company products, keep an eye on company growth, and be patient. I've always felt that EMC's primary market was in older mainframes, whereas NTAP targets both mainframe and more aggressive internet technology. I agree both are great companies in a rapidly expanding market, but I'm betting on NTAP to do best in the future.

To: michael modeme who wrote (705)	3/2/1999 1:18:00 AM
From: Cirruslvr	Respond to of 10934

Michael and Miguel- RE: NTAP and EMC PE ratios Wouldn't it be better to compare NTAP to what EMC's PE ratio was when it was in the stage NTAP is in now, ie. approximately same market cap value? Since NTAP's market cap is much lower than EMC's, one would believe NTAP has a greater potential to grow faster (as a stock) than EMC, which is basically a 800 lb gorilla. And since NTAP has this potential to grow faster (as a stock and company), don't you think it deserves a higher PE? RE: "P.S. if you're mathematically-inclined I can post some of the equations that many theoreticians are using to value companies and predict stock price returns." If you don't mind, could you post a few or link to a site which has them?