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To: FLSTF97 who wrote (3117)	4/18/2000 2:31:00 PM
From: FLSTF97	Read Replies (2) \| Respond to of 10934

I just dug up EMC's revenue data. I haven't really looked hard enough to know if this reflects the DG numbers pre acquisition. Nevertheless I'd say that the drop in Q1 revenue might be hard for the market (or at least the analysts) to accept without questioning their growth rate trend. Am I missing something? Quarters 1996 1997 1998 1999 MAR 521,487 618,437 1,190,161 1,483,305 JUN 545,017 713,461 1,303,272 1,647,642 SEP 550,754 732,570 1,386,295 1,708,910 DEC 656,394 873,392 1,556,430 1,875,753 Totals 2,273,652 2,937,860 5,436,158 6,715,610 FATBOY

To: FLSTF97 who wrote (3117)	4/18/2000 2:43:00 PM
From: pirate_200	Respond to of 10934

> Is this the first time in a long time that EMC did > not see a strong rev increase Q to Q? There's a spreadsheet on their website (www.emc.com) in the investor info section that includes a historical Excel spreadsheet for financials: although they don't usually have good Q4 to Q1 comparisons, this is the first time since 1996 where their software revenues were down sequentially Q4 to Q1. I'm not trying to bash EMC, just give a balanced view of what seems to me to be an overly optimistic view of an average quarter.