EMC How high can it go? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: GVTucker who wrote (9871)	4/22/2000 3:38:00 PM
From: hueyone	Read Replies (1) of 17183

re: On the CC, NAS revenue was reported to be $90mm for the quarter. For comparison's sake, NTAP revenue for its most recent quarter (ending Jan '00) was $151mm. Hello Tucker, I am a long time EMC shareholder but I am relatively new to SI and have not kept up particularly well with EMC developments. However, I posted the above info you provided from the CC regarding NAS revenue on the Gorilla thread and got the following response from one of the thread veterans: I don't remember if that has been clarified on this thread. (I follow fewer threads than most people and I still get confused.) The $90 million includes the Symmetrix revenue that goes along with it, causing it to be very misleading. The pure NAS revenue net of the Symmetrix is tiny. Some think it might be around $15 million. I wondered what the opinions of you or some knowledgeable EMC shareholders is regarding actual EMC NAS revenue. I also own a much smaller stake in NTAP, which upon a cursory glance at the above numbers, could be at risk. Best Regards, Huey

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next