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Strategies & Market Trends : The Rational Analyst
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To: Scott H. Davis who wrote (1648)8/28/1999 2:51:00 PM
From: HeyRainier  Read Replies (1) of 1720
 
Scott,

Yesterday, I had an analyst lunch with the CFO of EMC here in Seattle. I didn't realize how good of a company it was until it was all explained to me in plain words. Wow. I'm curious how closely ADIC competes in EMC's space. Any thoughts on the subject?

Rainier
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