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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
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To: Fred Levine who wrote (10213)5/17/2000 9:37:00 PM
From: Gregory Rasp  Read Replies (1) of 17183
 
Fred, I read the ML report as well and came away with a different take. Yes very positive on NTAP and EMC next 2-3 years but not so positive on EMC after that. They talked about several threats and at least insinuated that EMC's current NAS product is unsatisfactory and that without upgrades to it, NTAP would become a threat to EMC.

GR

Not trying to start anything. I am long both, just adding a bit from the report.
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