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

To: Fred Levine who wrote (9505)	3/7/2000 9:01:00 AM
From: JDN	Respond to of 17183

Dear Fred: I dont have any problem with what is stated in that W.S.T. you posted. I think it clearly says that EMC is the storage leader and will continue so in the SANS market especially in large Internet Applications and apparently even in large Corporate IT Depts. What I dont know for sure and would like someone more familiar than I to comment on is the NAS application. Isnt that what is coming out of the new subsidiary??? As another aside, you must realize that Storage is growing in leaps and bounds. Bill F. has made many posts explaining what that may ultimately mean (storage Centric Systems as I recall). Also, I have to point out that Storage is much more than nuts and bolts and even software. It is all those things AND service. EMC has spent a great deal of time and money building up a Service Reputation second to none. Also EMC ONLY sells storage and their R & D is specifically oriented toward developing better hardware and software systems. Many of the companies mentioned in the article are in this only as an adjunct to their primary products. I seriously doubt they will build the type of Service system EMC has and also that they will focus their R&D on that one product line. JDN

To: Fred Levine who wrote (9505)	3/7/2000 9:40:00 AM
From: Tony Viola	Respond to of 17183

Fred, that article is a little screwy in that the first companies it mentions don't make storage at all, just storage adapters and related products. Those would be Adaptec, JNI, Qlogic. The article does then get around to the "real" storage companies such as EMC. It seems to me the author gives EMC its just due for its position in SANS, and wrt NAS, we know that EMC is at least into it (2nd to NTAP?). Tony