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To: Boplicity who wrote (6877)11/20/2000 11:04:10 PM
From: rx4pain  Read Replies (1) | Respond to of 13572
 
Greg-heh, that's why I posted it here. Sure they'd be trying to tear me a new one, but I try not to antagonize and avoid the zealots. Interestingly enough, my intention is not at all to antagonize, just offer some of my thoughts.
I agree with you, that we'll have to see what EMC does. I believe EMC to be a proactive company, not a reactive one. As such, I'm expecting them to announce a better NAS product than NTAP offers at a competive price(but not cutthroat) point within a year or two. Ruettgers knows a significant market exists for NAS and I don't see him letting it slip away.

Rx



To: Boplicity who wrote (6877)11/20/2000 11:29:20 PM
From: mishedlo  Read Replies (1) | Respond to of 13572
 
Greg - I closed recently purchased puts on EMC, RBAK, and CIEN today.

EMC will go lower IMHO
If NTAP growth is slowing, how long before EMC warns as well

EMC at 50 soon