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

To: Tony Viola who wrote (9954)	4/20/2000 11:33:00 AM
From: J Fieb	Respond to of 17183

Tony V., Here are Technocrats thoughts ..... "See you in New York for the biggest product announcement in EMC history." What an interesting comment. Sounds strategic. Symmetrix 5 was recently announced a couple weeks ago or so. I thought this was their BIG product. My guess is that Mike "Mad Dog" Ruettgers plans on announcing the development for Symmetrix 6 sometimes referred to as the "Virtual Symmetrix" whatever that means. This is how I read the tea leaves. Virtual implies that the old and powerful customers who have grown comfortable and fond of the Symmetrix product line will get the benefits of a Symmetrix, but what is under the hood may be something entirely different than the current hardware. One serious possibility would be a very elaborate switch configuration. McData, Ancor, or something yet decided, who knows? Probably too early to tell since I am assuming we are talking the next generation of switch. $2.5B in R&D should buy a revolutionary advance in storage management. Ruetttgers used this number in his CNBC gig after some prodding. If IBM throws in its own hundreds of millions into the pot, competent storage experts with software backgrounds are going to be rolling in long green. In fact, I find it hard to believe the numbers since they are numbing. On another front... I have noticed some elbow rubbing with execs of EMC and Intel this month. Could just be coincidence since everybody knows each other at these trade shows. Think about what Intel announced last Sept. regarding data metacenters and how EMC may play a role in that territory. Hoping for an exciting April 25th. Just about anything EMC does to generate buzz for SAN on such a day should be good for Ancor assuming they do not blow the conference call. My own guesses(Jfieb) .......Since there is no harm in guessing I will highlight the phrase..... major new technologies, strategies, and partnerships The technology-A broad upgrade of all products integrating NAS and SAN, with FC switched fabric support. With the Connectrix as the cener of it all and lots of edge switches. With the software to manage and support it all from one console. Strategy- TO keep those software revenue growing, TO take the top NAS spot by the end of the year. To beat SUNW to the punch in a roll out of next generation. SUNW means biz-Their conference call made that clear- they want to leverage their internet & enterprise server strength into EMCs storage $$. All the tea leaves that can be found suggest that SUNW is READY with some nice stuff. They said to expect the announcement this Q. Not much time B4 SUNW says something. EMC will make the first announcement. Preemptive- that way SUNW won't sound like they are leaping over EMC?? COuld this be the main reason for the meeting?? Here is paraphrasing of all SUNW mentions of storage in their last cc..... -We will win, we are investing. No one should underestimate us.. Dedicated sales and services. .... Hiring more. Stay tuned-major announcements-Pretested SAN configurations. Priorities-...many including execute on storage. Low hanging watermelon everywhere. You ain't seen nothing yet. wait till you see new storage. In Q&A AG Edwards asked how they were doing against EMC.- Lets wait for their numbers. We like our storage biz with better things yet to come. EMC Partners- If the little guys supply a few of the building blocks to make this happen, we may have to figure it out for ourselves. Potential names to mention? The other BIG dogs of course...Oracle, INTC(data center??)?, CSCO? for some WAN conntection?, A few big customers who will use this stuff, maybe a data center player like Exodus AboveNet, GLobalCenter? Not long to wait.

To: Tony Viola who wrote (9954)	4/20/2000 11:37:00 AM
From: Bob Frasca	Read Replies (2) \| Respond to of 17183

Tony, I never claimed that I had product details. I can only tell you what I said earlier, i.e. speculation is that the new product announcement is a new SAN product. I mentioned Ancor and Brocade because they were my sources of information for what little I know about EMC's new product. My guess, and it is only a guess, is that the new product is a hybrid of SAN and NAS technology similar to the product that MTIC is selling now. Bob