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

To: stockman_scott who wrote (11249)	9/26/2000 8:55:34 AM
From: bob gauthier	Respond to of 17183

Brocade and EMC Host Enterprise Storage Networking Seminar Series Nationwide Technical Seminars Offer 'Blueprint' for Implementing Scalable, High Availability Storage Environments SAN JOSE, Calif., Sept. 26 /PRNewswire/ -- Brocade Communications Systems, Inc. (Brocade®) (Nasdaq: BRCD - news), the leading provider of Storage Area Networking infrastructure, announced today that it will co-host an educational seminar series on enterprise storage networking solutions and applications with EMC Corporation (NYSE: EMC - news), the world leader in information storage. Held in major cities throughout the U.S., the seminars are free half-day workshops designed for IT professionals who are responsible for storage area network (SAN) design, implementation, and management. Titled a Blueprint for Enterprise SANs, the seminar series was jointly developed by Brocade and EMC. In the seminars, customers will have the opportunity to meet with storage networking experts on enterprise storage network design, installation, and management strategies; learn techniques for deploying and managing storage applications such as server and storage consolidation, remote data backup, and data replication; and hear strategies for building dynamically scalable storage environments to support applications such as NT clustering. The seminar will focus on important issues such as simplifying management of Windows NT environments through storage consolidation and the use of the highly reliable scalable EMC Enterprise Storage Network to ensure high performance storage management. Through real-life examples of storage network deployments, attendees will gain valuable insight into the requirements for creating scalable, highly available, manageable storage area networks. In addition, storage networking experts from Brocade and EMC will be available to demonstrate the combined power of Brocade's market-leading networking foundation for storage with EMC solutions, which enables companies to keep pace with rapidly increasing storage requirements and reduce the overall cost and complexity of data storage management. Seminar Dates and Registration Information The seminars will be offered from October 3 - November 8, 2000, 8:30 a.m. - 12:00 p.m. To register for the Blueprint for Enterprise SANs seminars, please visit brocade.com or call 800-713-3411. The dates and locations of the free half-day workshops are: California Los Angeles 10/11 Newport Beach 10/10 Redwood City 10/3 Colorado Denver 10/18 Illinois Chicago 10/17 Massachusetts Boston 11/1 Ontario, Canada Toronto 11/2 New York New York City 11/7 Texas Dallas 10/12 Virginia Reston 11/8 Washington Seattle 10/5 About Brocade Communications Systems, Inc. Brocade is the leading provider of Storage Area Networking infrastructure. The Brocade SilkWorm® family of Fibre Channel switches and software is designed to optimize data availability in the storage enterprise. Using Brocade solutions, companies can simplify the implementation of Storage Area Networks (SANs), reduce the total cost of ownership of data storage environments, and improve network and application efficiency and performance. For more information, visit the Brocade website at www.Brocade.com or contact the company at info@Brocade.com. About EMC EMC Corporation is the world leader in information storage systems, software, networks and services, providing the information infrastructure for a connected world. Information about EMC's products and services can be found at www.EMC.com. NOTE: BROCADE, SilkWorm, SilkWorm Express, Extended Fabrics, Fabric Aware, Fabric Integrator, Fabric OS, Fabric Watch, Fabric Weaver, and QuickLoop are trademarks or registered trademarks of Brocade Communications Systems Inc., in the United States and/or in other countries. All other brands, products, or service names are or may be trademarks or service marks of, and are used to identify, products or services of their respective owners. SOURCE: BROCADE Communications Systems, Inc.

To: stockman_scott who wrote (11249)	9/26/2000 8:59:40 AM
From: bob gauthier	Respond to of 17183

Princeton, New Jersey, Sept. 26 (Bloomberg Data) -- EMC Corp (EMC US) was reinstated near-term ''buy'' by analyst Thomas Kraemer at Merrill Lynch. The long-term rating was also reinstated ''buy.'' The price target is $130.00 per share.

To: stockman_scott who wrote (11249)	9/26/2000 10:27:15 AM
From: Bill Fischofer	Read Replies (1) \| Respond to of 17183

Re: Dell The poster reflects a fundamental misconception about what EMC does and what it offers its customers as well as the dynamics of the market in which it operates. For many years Wall Street would refer to EMC as a "disk drive company" and EMC investors could be certain that as long as that misperception endured EMC would be grossly undervalued. EMC's is not a hardware business and to focus on the cost of hardware is like trying to analyze DELL's business by examining the price of motherboards. The real cost of storage is in the people who manage it, not the purchase price of hardware. If DELL discovers a way to manufacture IT staff then EMC would rightly be concerned. Barring that, they will discover the same thing that IBM, HWP, Hitachi, and SUNW have discovered: Storage is a lot more complex than the single dimension of pricesheets. This is especially true at the high-end where growth rates and data volumes impose enormous management challenges which completely dominate the purchase and support equation almost to the exclusion of price. Where DELL and other do have a likely inroad is at the low-end "appliance" end of the market where the administrative needs are small and raw price carries larger weight in the purchase decision. Small wonder that NTAP is "moving up" to larger more sophisticated storage offerings. Attacks come from below.