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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: Gus who wrote (12088)2/9/2001 9:41:03 AM
From: pirate_200  Read Replies (1) of 17183
 
> Setting aside the first stone cast, did you even bother to check the balance sheet? Perchance
> you're color-blind, these are well-known accounting red flags worthy of further investigation and
> a vigorous reexamination of your most cherished assumptions about NTAP and its competitive positioning.

Since you later point to a Motley Fool message, apparently this
argument isn't yours either, why not also be fair and bring up the
reply:

boards.fool.com

This was all addressed in the conference call: if you like I'll
point you to the minute and second of the Q&A to listen. I'm
asking you to tell the truth and not misrepresent information
which you are clearly doing.

> I'll address your other points individually and as time permits. I gotta tell you dude, I'm sorely tempted not to even attempt to disabuse you of your most
> glaring misconceptions.

Well, when you go back to however you are talking to, ask them
this simple question: why doesn't EMC use RAID when they do their
SPEC SFS benchmarks? The Symmetrix, the Celerra/Symmetrix and the
IP-4700 are all benchmarked with RAID *OFF* - why is that? (NOTE:
RAID-0, which EMC places in the notes section, is simply non-parity
protected "striping" which isn't RAID - so that isn't an answer).

You are taking this personally and all I am asking for is an
honest, balanced argument.
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