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Technology Stocks : Network Appliance
NTAP 112.94-0.7%Nov 7 9:30 AM EST

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To: Miguel Octavio who started this subject10/18/2001 6:21:04 PM
From: pirate_200  Read Replies (2) of 10934
 
downsouth - EMC double counting SAN/NAS has been verified:

See: Message 16526196

EMC on their conference call for the first time that I am aware
admitted SAN/NAS revenue is being "overlap or double counted".
This potentially skews their NAS market share numbers dramatically.

Do you have any info from your NTAP contacts on this?

I didn't realize they were actually counting revenue in both areas.
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