Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Jorj X Mckie who wrote (42603)	6/28/2000 4:50:00 PM
From: The Phoenix	Read Replies (1) of 63513

You know I do ;) EMC is the incumbent and has what appears to be a more reasonable valuation... however they have missed on the density/footprint issue. Remember how CSCC beat up on STRM because of port density? Now, as you know, the issue in the data center is real estate. NTAP can put in more storage in half the space. Valuations look nutty but I had to dip in - only took a small position. I took a half position in NOK, and established what I think will be a long term position which I'll add to in NT. OG

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