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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: Lynn who wrote (9120)	2/2/2000 6:55:00 PM
From: Gus	Read Replies (1) \| Respond to of 17183

No, Lynn, I don't think the folks at EMC are masochists;-) Just pointing out that IBM and Seagate are competing in the small to mid-sized markets too in more ways than just disk drives. EMC of course participates in that market indirectly through the dotcoms (13% of revenues) which are pushing IT outsourcing hard. The cautionary note in Merrill Lynch's report had to do with the growth of NAS vis-a-vis SAN so it's going to be interesting to see the NAS products that EMC will introduce in the spring. Unlike Celerra ($300 million in TTM sales) which attaches to Symmetrix, Clariion's NAS products are expected to match or exceed the performance of NTAP's file servers and be more competitive price-wise. The big question in my mind is how EMC/Clariion will approach the caching opportunity that NTAP is exploiting so well.