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To: DownSouth who wrote (12766)12/14/1999 11:25:00 AM
From: gdichaz  Respond to of 54805
 
DownSouth: Memories differ.

That was certainly not Ausdauer's recollection or his memory.

From the outside coming in here, the reception may appear different than it appears to the "regulars" who sometimes seem to be repelling the boarder.

I am very conscious of that, since my own reception was somewhat less than warm as I recall when I hit the ground running here urging buying the Q sooner rather than later, but I stuck it out.

Cha2



To: DownSouth who wrote (12766)12/14/1999 11:56:00 AM
From: Stoctrash  Respond to of 54805
 
hooooo humm DISH added to the NDX:
biz.yahoo.com

...a water spout in the works....<gg>

"EchoStar Communications Corporation to be Added to Nasdaq 100 Index
LITTLETON, Colo.--(BUSINESS WIRE)--Dec. 13, 1999--EchoStar Communications Corporation (NASDAQ: DISH - news, DISHP - news) announced today that DISH Network(TM), the nation's fastest growing direct broadcast satellite (DBS) television service with approximately 3.25 million customers, has been named to the Nasdaq-100 Index, effective with the market open on Monday, Dec. 20, 1999.

EchoStar's DISH Network - ranked number one in the J.D. Power and Associates 1999 Cable/Satellite TV Customer Satisfaction Study - has distinguished itself in the multichannel video market while adding over 100,000 net subscribers for a record-setting 13 consecutive months. With passage of the Satellite Home Viewer Improvement Act, EchoStar leads the industry by providing local broadcast channels via satellite in 13 markets around the country. DISH Network is also the first subscription television service to fulfill the promise of offering 500 channels to consumers.

``Our addition to the Nasdaq-100 Index is a major milestone for EchoStar,' said Charlie Ergen, chairman and CEO of EchoStar. ``We are committed to being the industry leader in offering innovative digital technology, interactive television and the most programming at the lowest cost. Our tremendous customer growth proves that customers want choice and value in their television programming.'



To: DownSouth who wrote (12766)12/14/1999 3:10:00 PM
From: Len  Read Replies (2) | Respond to of 54805
 
EMC VS NTAP

On a flight today I began to wonder if NTAP does not truly offer a discontinuous innovation relative to EMC and SANS. Most of us recognize that each is a King in its market but is it possible that NAS offers a better storage solution. We are eagerly anticipating the collision of these two companies but if NAS is an innovation and if EMC will have to protect its backside against Sun, HP, IBM, and others they will surely be at a disadvantage.

If NAS is cheaper, easier, dumb, etc and if more and more companies move toward distributed computing we will see fewer and fewer mainframes and more and more servers even among the Fortune 500 type customers.

I own a larger position in EMC but will be watching the next earnings report very carefully. If they stumble even a little I am going to make a quick switch to NTAP. I guess I am wondering if it is time to consolidate the basket into one leader.

I would be interested in thoughts from anyone.

Regards.

Len