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

To: pirate_200 who wrote (12108)	2/10/2001 11:38:07 PM
From: Gus	Read Replies (1) \| Respond to of 17183

I'm just attempting to give a more balanced view of your original post, which I felt was extremely slanted and misrepresenting NTAP's conference call and products. Unfortunately, you went to all the trouble of posting the NTAP spin, you forgot to look at the trend over the last few quarters which belie their claims. I would like to see your response to my last post before you hold yourself out as the purveyor of the truth. Like most NTAP fans, you have a very narrow view of the opportunity for storage. As a core function, file-serving represents less than 20% of the universe of functions that can be peformed by the storage system. Proof? EMC has consistently addressed the entire opportunity for storage; albeit, from the high-end and consequently it has grown from $190M in revenues in 1991 to $8.87B in 2000 with its newest products already at $2.1B and growing at triple digit rates (250%). In contrast, NTAP only invested in a narrow segment of the market and it has grown from less than $1M in revenues in 1992 to around $1 billion in 2000, with receivables in the danger zone and sales slowing down. You owe it to yourself to, at the very least, wonder why.