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

To: GVTucker who wrote (9871)	4/18/2000 8:40:00 AM
From: JDN	Read Replies (1) \| Respond to of 17183

Dear GV: Can you tell us more about the CC. I didnt listen. Any forecast for the balance of the year, continuing increase in software and NAS sales? JDN

To: GVTucker who wrote (9871)	4/18/2000 8:41:00 AM
From: jcmoore	Read Replies (3) \| Respond to of 17183

10% Haircut today. Sell on the news. News was okay .30 vs .29 Revenue up 23% No split. Priced by market for perfection. Hate to by negative, long term emc, but were going to get hit big time today. jcmoore

To: GVTucker who wrote (9871)	4/18/2000 9:40:00 AM
From: Tony Viola	Respond to of 17183

GV, >Edit: On the CC, NAS revenue was reported to be $90mm for the quarter. For comparison's sake, NTAP revenue for its most recent quarter (ending Jan '00) was $151mm. $90mm not bad for an almost brand new technology. I hope people don't think it's either NAS or SAN. It's both. The new I/O standard coming out next year, Infiniband, seems to concentrate on SAN more. Tony

To: GVTucker who wrote (9871)	4/22/2000 3:38:00 PM
From: hueyone	Read Replies (1) \| Respond to of 17183

re: On the CC, NAS revenue was reported to be $90mm for the quarter. For comparison's sake, NTAP revenue for its most recent quarter (ending Jan '00) was $151mm. Hello Tucker, I am a long time EMC shareholder but I am relatively new to SI and have not kept up particularly well with EMC developments. However, I posted the above info you provided from the CC regarding NAS revenue on the Gorilla thread and got the following response from one of the thread veterans: I don't remember if that has been clarified on this thread. (I follow fewer threads than most people and I still get confused.) The $90 million includes the Symmetrix revenue that goes along with it, causing it to be very misleading. The pure NAS revenue net of the Symmetrix is tiny. Some think it might be around $15 million. I wondered what the opinions of you or some knowledgeable EMC shareholders is regarding actual EMC NAS revenue. I also own a much smaller stake in NTAP, which upon a cursory glance at the above numbers, could be at risk. Best Regards, Huey