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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: hospitalman who wrote (19336)	3/3/2000 1:34:00 PM
From: buck	Read Replies (2) \| Respond to of 54805

>>for every 1% decrease in the cost of storage there is a 4% increase in demand.<< Someone will correct me if I'm wrong, but I'm pretty sure that equation is straight from the mouth of Mike(?) Reuttgers, the CEO of EMC. He was speaking from experience with EMC's own prices and demand. Which is not to say that the effect isn't the same for NTAP. buck edited to add that I sold my EMC to buy more JDSU yesterday...at 280...right before the drop...and I thought I was being smart by skipping amateur hour <vlg>