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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: Pigboy who wrote (28080)	11/15/2000 8:11:48 AM
From: J Fieb	Respond to of 29386

Pigboy, Here is another take on NTAP from someone who listened to the call.... Listened to Ntap cc opnion (47/M/usa) 11/14/00 11:06 pm Overall the conference call was very good and I could see no reason for the after hours sell-off. The only thing that I heard that even slightly raised an eyebrow was the loss of Dell as an oem, but they downplayed this as "had been happening for awhile". The other thing was the qtr/qtr gross revenue increase for the next 2 qtrs and a seemingly smaller increase in gross margins in the near term future as their high end products ramped. There was no mistake about the anxiousness to go head to head with EMC. ..Don't forget VRTS, who made it clear on their last cc that they will have a NAS hardware solution before the end of the year( I think I heard that )

To: Pigboy who wrote (28080)	11/15/2000 3:55:51 PM
From: Technocrat	Respond to of 29386

<< What did Egan (cofounder of EMC) sell before the company stumbled into the storage biz? >> < ... Is this a clue to something? > Heavens, no! I was just thinking of a story I had heard in a Boston bar told with much gusto. I never thought to check on the EMC web site, but I guess it shows the humility of Dick Egan. He pretty much lays it out in a cleaned up fashion in the following link: emc.com The answer is: Office furniture. Then they moved to expensive memory boards for companies like Prime Computer. When these New England minicomputer manufacturers started to go bankrupt one by one, EMC was in a heap of trouble. The entire company's fortune evolved by hiring a single engineer who fashioned the line that made---and continues to sustain---its reputation of reliability and performance. Reminds me of another small company that has struggled for four long years.