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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Douglas Nordgren who wrote (1544)	10/27/1999 6:27:00 PM
From: Douglas Nordgren	Read Replies (1) \| Respond to of 4808

First Boston glom from the EMC thread re Clariion: >>According to early indications to analysts, EMC will increase DGN gross margin as [direct quote from 1st Boston] "EMC renegotiates low margin Clariion and Aviion contracts, cancels unprofitable Aviion contracts, and drives Clariion sales through EMC's direct sales force."<< Message 11719829 It's interesting that as the market voices price/performance concerns, EMC still wants to exact a premium. Expect they think they're worth it. Methinks the gorilla assumes that he can sit anywhere he wants. But didn't McData just emit an ominous creak? Me also thinks Dell likes their margins just fine, thank you.