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

To: Gus who wrote (9971)4/24/2000 11:45:00 AM
From: Tony Viola  Respond to of 17183
 
Gus, >Celerra went from $7 million in revenues in 1Q99 to $90 million in revenues in 1Q00 so it is growing faster on a sequential basis and on a percentage basis if you want to use those limited forms of argumentation.

Could you say that, if NAS continues to take off and, even starts to eat into SAN revenues (wildest NTAP type dreams) EMC is in a position to get their share anyway with Celerra?

Thanks,

Tony



To: Gus who wrote (9971)4/24/2000 12:40:00 PM
From: hueyone  Respond to of 17183
 
Gus, Thank you for your explanation regarding EMC NAS revenues. I am wondering the same thing as Tony Viola below: Is EMC in a good position with Celerra to fight for a large share of NAS revenues going forward as well as get the SAN revenues?

Thanks for your opinion.

Regards, Huey


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