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To: Lynn who wrote (4435)9/19/2000 6:21:31 PM
From: MulhollandDrive  Read Replies (1) | Respond to of 10934
 
>>The rest is all EMC posturing.<<

Lynn,

This posturing of EMC with NTAP reminds me of CPQ and DELL several years ago. I think the 4 letter stocks have the edge....



To: Lynn who wrote (4435)9/19/2000 10:10:30 PM
From: DownSouth  Read Replies (1) | Respond to of 10934
 
It seems to me that EMC percieves that they have a marketing problem. What they have is a technology problem. Listening to their CEO talk recently my impression is that he doesn't quite get it, wrt NTAP.

That's my personal opinion, of course, and I still believe EMC is a great investment--a top 5 opportunity overall. (NTAP is a top 3 opportunity with QCOM, JDSU.) (#4 is GMST, on my list.)


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