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: Gus who wrote (13568)	12/2/2001 4:50:16 PM
From: SPSEIFERT	Read Replies (1) of 17183

Gus Warmenhoven claims that they win most of the direct competition they have with EMC. If so then the only conclusion I can make is that the only place that EMC is expanding NAS business is where they already have a SAN position with the client. I wonder what the picture looks like where neither NTAP or EMC has a position and the client is moving away from DAS and has to make a decision about who to move forward with. A SAN supplier who can also supply NAS or an NAS supplier that doesn't force the upfront SAN costs? I would like you to address this seriously because I really don't know.

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