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To: Lynn who wrote (2803)3/23/2000 11:08:00 AM
From: HDC  Respond to of 10934
 
Lynn, Hi! Birds of a Feather....

It looks like we're both covering Steve Milunovich's EMC report! Great minds think a like!

Steve is one of the best analysts covering the computer industry. I was intrigued by his thoughts that EMC might be "looking to partner for a low-end NAS product" in his report dated March 20, 2000. Today's Prudential report from Kimberly Alexi states that she still believes that EMC will produce a NAS unit using Data General's technology.

Do you have any thoughts on the subject?

Best,

Duncan



To: Lynn who wrote (2803)3/23/2000 5:27:00 PM
From: DownSouth  Respond to of 10934
 
Thank you very much, Lynn. Very helpful.