EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: pirate_200 who wrote (12138)	2/12/2001 2:33:39 PM
From: Gus	Read Replies (1) of 17183

You're a waste of time. You react emotionally to the fact that NTAP's receivables have grown faster than sales during each of the last 3 quarters. You can't even figure out that NTAP is growing much slower than the overall NAS market. A calm and rational discussion with you is impossible. Here's a good example of how illogical you're becoming: EMC had the perfect opportunity at the IP4700 introduction to choose a configuration that was exactly the same as NTAP's: RAM, disks, controllers etc. and show their superiority.... they didn't. Why? 1) The IP4700 chassis can support up to 100 disk drives behind 2 storage processors which contains 2 PIII processors each. 2) The F840 chassis can support up to 168 disk drives behind one, I repeat, one PIII processor. 3) The IP4700 (NAS) can also be converted to the FC4700 (SAN) with a simple change of the interface card (Gigabit Ethernet to Fibre Channel) and software. The F840 does not offer that option because NTAP did not invest in SANs. I ask again, why?

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