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

To: pirate_200 who wrote (12124)	2/12/2001 12:35:55 AM
From: Gus	Respond to of 17183

Your problem is that you're so in love with your stock that you can even think straight anymore. You obviously haven't seen the way an innocent receivables problem can mushroom into something worse. Well, pain is always a good teacher. This is what I currently think of the current trend: I happen to think the trend suggests that NTAP is sweetening the terms of its deals due to increased competition. Yet you consider it "hypothesizing the worst." Get a grip. The "questionable" dot.bomb business is single percentage points So are you suggesting that NTAP's dotcom experience is better than Cisco's dotcom experience -- 50% of last year's sales level and 33% of this years internal forecast? NTAP's growth, top line and bottom line is over 90%, the NAS market isn't* growing 90% per year, this is BS.* Now you're in denial. According to IDC, the NAS market went from $850M in 1999 to $2.1B in 2000. That's 147%. You just proved my point that at 90+%, NTAP grew much slower than the overall NAS market. This is the 5th time that I've posted this information during the last week. Your difficulty in relating this to your heavy investment in NTAP really makes me wonder how lazy you are.