EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: pirate_200 who wrote (12095)	2/9/2001 10:03:53 AM
From: GVTucker	Read Replies (1) of 17183

pirate, RE: 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. NTAP's excuses as to the higher non cash current assets are the classic excuses--component shortages, higher international sales, and back-end loaded sales. If you go back to when LU's balance sheet began to implode, they used these exact excuses. Go back to last quarter with CSCO, when they used component shortages as the excuse for higher inventory, and are talking now about higher international sales. Sometimes the excuse is indeed valid, but usually they are just excuses.

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