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

To: Apollo who wrote (11256)	9/26/2000 1:00:41 PM
From: JDN	Read Replies (1) \| Respond to of 17183

Dear Apollo: Are you familiar with the $$$ in the NAS market relative to the $$$ in the SAN market? If so, then you know the SAN market $$$ is MUCH larger. EMC, rightly so, puts its major effort into the market with the greatest opportunity, if and when EMC decides the NAS market is worth going after, I have no doubt they will envelope it just as they have the SAN market. Money talks, bullshit walks. JDN

To: Apollo who wrote (11256)	9/26/2000 1:20:36 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 17183

Re: Disruption Unfortunately good concepts quickly become tired bromides in the hands of the media. "Disruption" is one of them. The reality is that technology markets are intensely dynamic and nobody can afford the luxury of rest. That goes for NTAP as well as EMC. The question NTAP enthusiasts have to ask themselves is how quickly they can chew into the higher range of the market before even "lower" players like DELL chop off their own legs? Storage will remain a very high-growth area of the market for many years to come. That's why there is ample room for many players to be successful. Remember, all companies no matter what their size grow by growing into their markets. The reason why companies like EMC and NTAP can continue to be successful in the face of "competition" is that the market is growing so fast its demands exceed the ability of the current leaders to fully supply it. This is why additional competitors are constantly entering the market. It is also why attempts to create either/or scenarios between companies like EMC and NTAP mischaracterize the real dynamics of the storage market.