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To: hueyone who wrote (23117)4/20/2000 9:27:00 AM
From: hueyone  Respond to of 54805
 
Edit: At least one person, not two people, reported the EMC NAS revenues directly from the CC, but I expect it is an accurate reporting of the CC.

Best, Huey



To: hueyone who wrote (23117)4/20/2000 9:38:00 AM
From: Mike Buckley  Read Replies (2) | Respond to of 54805
 
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.

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.

--Mike Buckley