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To: BI*RI who wrote (1867)	12/17/1999 3:44:00 PM
From: Lynn	Read Replies (1) \| Respond to of 10934

Dear Marc: I'm with you. Over the past year my shares of NTAP have performed considerably better than my EMC _but_ this has not led me to consider selling my EMC. They are both great companies. I intending holding my shares of both for a very, very long time. Regards, Lynn

To: BI*RI who wrote (1867)	12/17/1999 3:48:00 PM
From: mthomas	Respond to of 10934

I understand your position perfectly, and my point is that every fund, every broker has sold EMC, can't get fired for buying EMC. This is not easily read into the stock price, but it is there. Yes, the storage market is currently divided into the price sectors, and NTAP will over the intermediate term outperform EMC, just because EMC is swollen (better than bloated, my apologies) with the kingdom ruling inefficiencies of a long-time no competition market. The large players will continue to rely on EMC, until scalability can be demonstrated by NTAP. Not that I do not want to play every company in this sector, but I must limit myself to the company best suited to grow. The dividend EMC pays is another factor that puts weight around the company's stock price, keeping it from dropping as it might otherwise. This dividend is taxed prior to distribution, and then taxed again when it hits a stockholders' account. This is a holdover from previous business models, not current for this market. I would hold EMC if I were wealthy enough to diversify into anything less than the best grower. Sorry for using the word 'bloated', as I usually reserve that word for ATT. EMC is nowhere near their level of inefficiencies (sp?). Martin Thomas

To: BI*RI who wrote (1867)	12/17/1999 5:13:00 PM
From: dwayanu	Read Replies (2) \| Respond to of 10934

> I don't know why holders of NTAP have to think this is Red Sox vs. the Yankees. Yes, there's little overlap at the moment, but.... There's a general assumption that EMC bought Data General last summer for DG's CLARiiON storage products, with the idea of EMC expanding into the middle size market (and into NTAP's space). CLARiiON under DG was mostly OEM'd to computer builders like Unisys, Bull, HP, Dell, StorageTek. Under EMC, they're adding a major direct sales effort into the middle-sized enterprise storage market "for price sensitive customers". [above summarized from Merrill Lynch report 10/99] So some level of EMC/NTAP collision greater than present will occur, maybe late 2000 and into 2001. I'm betting on NTAP. - Dway