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

To: jhg_in_kc who wrote (11008)	8/29/2000 7:09:11 PM
From: Bill Fischofer	Respond to of 17183

Re: NTAP I do not view NTAP as competition to EMC for two reasons. First, the storage segment is sufficiently large to support many successful players. This is not a zero-sum game. Second, EMC and NTAP are operating in different areas. As DownSouth notes, EMC currently focuses on the enterprise core and centralized data (re-read the post again--DS is not saying that EMC does not centralize data) while NTAP is operating more towards the edge with their NetCache products. There is no question that NTAP has been a very successful investment over the past several years and I expect them to continue to be successful. I do believe, however, that competition in their segments is likely to intensify to a greater degree than in EMC's segments over the next 2-3 years, which means that NTAP will have to work that much harder to avoid missteps. I believe Gus has touched on this point here on several occasions and I largely agree with his arguments. EMC remains completely dominant in the enterprise core which remains one of the fastest growing high-margin segments in IT today. This is why I am quite comfortable holding EMC for the indefinite future.