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

To: GVTucker who wrote (10518)	6/21/2000 12:50:00 PM
From: Jean M. Gauthier	Read Replies (1) \| Respond to of 17183

In that spirit, here goes: What's happening today & yesterday ? SUN, Cisco, EMC & JDSU , my biggest holdings are all getting twacked, the 2nd day in a row... especially EMC & Sun... Any ideas ? Take care Jean

To: GVTucker who wrote (10518)	6/21/2000 2:43:00 PM
From: JDN	Read Replies (1) \| Respond to of 17183

Dear GV: I dont subscribe to Georges reports and I know some of you are loathe to share the info. But if you dont mind, regarding NTAP could he not be saying largest PERCENTAGE gains? I seriously doubt they could possible outdo EMC in Constant Dollar comparisons. As to possibly being EMC's loss I dont see that. I think they address different catagory of customers. EMC's playground is the worlds top 2,000 corporations. I would think NTAP would be happy chewing on CPQ, HP and others. JDN

To: GVTucker who wrote (10518)	6/21/2000 8:44:00 PM
From: TraderEd	Read Replies (1) \| Respond to of 17183

<<It appears that some are extrapolating that to mean that NTAP's gains could be EMC's losses. (just guessing on my part there). >> I read the report and I did not see this statement or anything that suggests that to be the case. ML's report follows//; Technology Report - Focuses on Storage (Steve Milunovich 212-449-2047/John Roy 212-449-6456) Two names were added to Gilder's Telecosm list: Procom (PRCM, $63 7/16, not rated), a supplier of network attached storage like Network Appliance (NTAP, $87 11/16, C-1-1-9), and Storage Networks, a private storage outsourcing company. We agree with GTR on four key technology points: 1. "The market will be big enough for all." With usage growing upwards of 100% per year demand looks strong for the foreseeable future. 2. Storage performance, capacity, and manageability are not yet meeting the users needs. Gilder's theory is that this "undershoot" plays to the advantages of vendors with integrated solutions, such as EMC (EMC, $76 7/8, B-1-1-9) and NetApp. 3. Gigabit Ethernet is coming on strong to challenge Fibre Channel in the storage space. 4. Network attached storage (NAS) is well-positioned in the storewidth space. Gilder rightly identifies that NAS is delivering on the promise of "cheap, simple data sharing that take advantage of the reversal in network and I/O speed advantages." We were surprised that Procom was added to the list as we believe there are some execution issues for the company. When we visited the company earlier this month we came away with the same conclusion as Gilder on the attractiveness of the Linux-based architecture, but manufacturing a reliable storage product is not easy and Procom has yet to establish a reliability track record. We continue to rate EMC and NTAP Buys.