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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (23120)4/20/2000 9:47:00 AM
From: hueyone  Respond to of 54805
 
OK, Thank you for the clarification. I did not draw any conclusions myself when I posted that data because I haven't regularly followed the threads or quarterly data myself. It sounds like a similar debate to the Oracle/Sebl one regarding ORCL's real CRM revenue, but in this case the debate is over EMC's reported NAS revenue versus NTAP's revenue.

Regards, Huey



To: Mike Buckley who wrote (23120)4/20/2000 9:54:00 AM
From: D.B. Cooper  Read Replies (3) | Respond to of 54805
 
Has anyone thought about owning both EMC and NTAP? My wife owns EMC, I own NTAP makes for great discussions both are great companies. Why does it have to be one or the other? To me the storage area is exploding room for both right at the moment.

Good Luck
Don


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