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To: Boplicity who wrote (9984)	2/9/2001 5:21:58 PM
From: pbull	Respond to of 13572

AETH low of year on big vol spike; this one's in Janus 20 and Magellan, btw. One to watch, IMHO.

To: Boplicity who wrote (9984)	2/9/2001 5:26:05 PM
From: mishedlo	Read Replies (1) \| Respond to of 13572

EMC said revenues would be according to forecast. What about MARGINS. I also have problems with the NAS vs SANS model. I think EMC supplies an audiance that will be looking at what NTAP offers at far far lower costs. EMC is trying to compete with new NAS products from NTAP, but to compete they must lower their prices. I just doubt the growth of the old line SAN stuff. Perhaps I am wrong, and as I said it really depends on how far these companies fall. As an old time favorite on the NYSE, I expect it not to drop to levels that would make it a double from, but perhaps I am prejudiced in this judgement. At any rate, I think there are just too many assumptions about the kind of storage produts they offer vs the growth of the internet that will resume in due time, which gives NTAP storage a huge advantage IMHO. Get EMC to 30 and I will change my tune. I perhaps am making too many assumptions about how far some of these things will fall. M