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: Beltropolis Boy who wrote (3343)	12/7/1998 9:23:00 PM
From: Gus	Read Replies (2) of 17183

Chris, I've had NTAP on my radar for about a year now but I could never bring myself to buy it because the investment decision always boiled down to buying a momentum stock like NTAP OR waiting to buy the EMC dip, a discrete trading position I used to complement my hardcore EMC position. 4 trades and I've whittled down my cost basis to single digits. I really haven't checked if buying NTAP would have yielded me more. I guess my reservation comes from the fact that NTAP reminds me too much of PAIR (Pairgain Technologies). Niche player (HDSL). Momentum stock. It's OEM business was supposed to allow it to play with the big boys (telcos), but the big boys never really want to share that kind of market. In NTAP's case, file servers represent only one point in the developing spectrum of end to end solution that is widely believed to be a crucial selling point in the enterprise. But, who can really predict these sort of things. Maybe NTAP can parlay its niche success into something bigger. Over the years I've learned that the only reasonable bet on David is usually in a slingshot contest. And considering the way I see an architecturally driven market like Enterprise Storage in general and SANs in particular is going to develop, I am much more comfortable with the EMC keiretsu. Along those lines, check out CMNT. One of those solid high tech Minnesota companies. Ex-IBMer at the helm. As mentioned in that Smart Money article, EMC (and IBM too) have validated its technology. If you accept the premise that EMC early move to FC is going to allow it to shape the development of the SANs, CMNT looks poised to piggyback on those premiums that accrue to innovators, which would allow it to exceed its own plan of 25% revenue growth and 15% operating margins (gross margins are already near plan of 60%). Regards, Gus

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