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

To: Fred Levine who wrote (10213)5/14/2000 1:36:00 PM
From: Tony Viola  Read Replies (2) | Respond to of 17183
 
Fred, >ML recommends both EMC and NTAP, and wrote that EMC will dominate for the next 3 yrs, but that SAN will be competitive after that.

I don't understand. EMC leads in SAN right now. Are you sure the ML report didn't say NAS will be competitive after that (3 years)?

Tony



To: Fred Levine who wrote (10213)5/17/2000 9:37:00 PM
From: Gregory Rasp  Read Replies (1) | Respond to of 17183
 
Fred, I read the ML report as well and came away with a different take. Yes very positive on NTAP and EMC next 2-3 years but not so positive on EMC after that. They talked about several threats and at least insinuated that EMC's current NAS product is unsatisfactory and that without upgrades to it, NTAP would become a threat to EMC.

GR

Not trying to start anything. I am long both, just adding a bit from the report.


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