Jake: EMC is not rolling out any new subsidiaries PERIOD, that is STAGNATION. NTAP however, in rolling out its new NETWORK APPLIANCES OF CANADA LTD subsidiary must be doing better, that is, it must be in a position to TAKE AWAY MARKETSHARE from EMC and others otherwise, if EMC had the Canadian market locked up, NTAP would not be ENTERING THE CANADIAN MARKET with a DEDICATED SUBSIDIARY and dedicated Candaian sales force, headed by former EMC executive (from emc's canadian subsidiary) to head up NETWORK APPLIANCE OF CANADA LTD. Where in the world is EMC launching new subsidiaries? Where is the EMC GROWTH, this is all about GROWTH, not CURRENT size, but FUTURE GROWTH, as NTAP GROWS EARNINGS AND MARKETSHARE, so will the rise in its stock performance. EMC's stock will not be rewarded for "staying the course", failing to grow, maintaining or just losing a little marketshare percentage to NTAP and others. NTAP on the other hand will be rewarded for stealing and taking and GROWING MARKETSHARE and corresponding earnings. 8000% is the CFO magazine article perspective, and they verify like information found through DD due diligence elsewhere, such as storage doubles every 9 months, corporate data centers and the like need to buy more storage every 60-90 days as they FILL THEIR STORAGE CAPACITY in that time with new valuable customer and transaction data, and so forth. Get out your calculator, and plug these numbers in, they verify each other. NTAP is all about GROWTH, and on that CEO Warmenhoven is right on the money.
I am,
Truly your$,
-Crystal Ball |
