EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

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Sep 15 5:00 PM EST

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To: pirate_200 who wrote (13338)	10/18/2001 6:15:02 PM
From: pirate_200	Read Replies (1) of 17183

>> On call, indicates that SAN revenues in Q3 were $385 mln and NAS revenues were $148 mln; clarifies, >> though, that there is overlap of $84 mln in those results and that the net number combined is $449 mln... > > JAD: did they define what "overlap" means? Are you saying they are booking some NAS that have > SAN components or vice-versa? I listened to the conference call and during Q&A EMC said that SAN was $385M and NAS $148M but "overlap or double counting" was $84M between the two. This means that NAS is somewhere between $148M minus some part of $84M or $60M if you remove all the "overlap or double counting". EMC must be able to determine where the customer is using the storage (SAN/NAS) but is choosing not to break down the numbers further. The reason I think this is important is that "downsouth" on the NTAP board has been complaining about "double counting" Symmetrix storage sold with Celerra's as SAN/NAS for the past year and this is the first time I heard EMC bring it up in a conference call as a fact. Are there any EMC people out there that can quantify this any further?

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