Laura Conigliaro a dim bulb?
Laura is the same analyst that asked the CEO of NTAP at the last
quarterly conference call: "EMC says you are roadkill, game over,
do you feel like roadkill?"
My feeling at that time was: shouldn't you (Laura) have some better
question to ask as your lead question than parrot EMC propaganda?
Tom Mendoza got audibly upset answering this question basically
saying, in reference to EMC's IP-4700 NAS product: "If EMC told
you they were going to sell you a Data General system with Crosstor
file system, you would laugh them out the building." I don't
think Laura gets it.
Now, it seems very coincidental that Laura, after EMC's conference
call and analyst talks yesterday, comes out with a new recommendation
for NTAP. My guess: Laura takes EMC's FUD campaign as verbatim and
is, yet again, being a dim bulb parroting the EMC party line.
If Laura, really had an original thought, why wasn't it voiced before
yesterday? Is it based on real data? Is it based on EMC propaganda?
Help me to understand your argument Laura, is it based on facts or "low
wattage"? I'm fully willing to eat crow.
My only other guess on this is that Goldman Sachs doesn't want
too much storage exposure on their select list. Oh, well. |
