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: Tony Viola who wrote (9562)	3/10/2000 12:25:00 PM
From: Robert C. Barry	Read Replies (1) of 17183

EMC vs NTAP like Cisco vs JNPR Another metric I arrived at by a little interpolation and extrapolation and some Kentucky windage is that EMC has put on about 30B of market cap since Jan00 while NTAP has put on about 15B in market cap for that period. EMC has put on nearly an amount equal to NTAP's total market cap of 35B in that period. Long both of them. Love em both. They are Mr. and Mrs. Gorilla from what I can observe. I think when, probably in April, EMC announces its new line of post Data General EMC designed NAS products they will have equal or superior performance specs to NTAP and we will see a significant spurt in EMC. Market cap of $200B is not far away for EMC IMO and $100B for NTAP is likewise not far away. NTAP will split again in December as it has for the last three Dec's. This partnership with Yahoo will be an immense opportunity for NTAP to discover and probably overcome the issues surrounding scalability of NAS. RCB RCB

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