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

To: pirate_200 who wrote (12138)	2/12/2001 2:33:39 PM
From: Gus	Read Replies (1) \| Respond to of 17183

You're a waste of time. You react emotionally to the fact that NTAP's receivables have grown faster than sales during each of the last 3 quarters. You can't even figure out that NTAP is growing much slower than the overall NAS market. A calm and rational discussion with you is impossible. Here's a good example of how illogical you're becoming: EMC had the perfect opportunity at the IP4700 introduction to choose a configuration that was exactly the same as NTAP's: RAM, disks, controllers etc. and show their superiority.... they didn't. Why? 1) The IP4700 chassis can support up to 100 disk drives behind 2 storage processors which contains 2 PIII processors each. 2) The F840 chassis can support up to 168 disk drives behind one, I repeat, one PIII processor. 3) The IP4700 (NAS) can also be converted to the FC4700 (SAN) with a simple change of the interface card (Gigabit Ethernet to Fibre Channel) and software. The F840 does not offer that option because NTAP did not invest in SANs. I ask again, why?

To: pirate_200 who wrote (12138)	2/12/2001 6:45:37 PM
From: Gus	Respond to of 17183

Why is Siebel so confident? He pointed to the numbers. The firm's average payment term in the fourth quarter was just 34 days -- lower than during all of 1999. *How long a company gives its customers to pay their bills is usually a good indicator of demand.* If demand is high, companies can be strict and force their customers to pony up quickly. If demand is low, they often need to offer payment incentives to encourage customers to buy now. Siebel added that his accounts receivable -- or money that's owed to a company by its customers but hasn't been paid yet -- are lower now than they have been in five quarters. *Low receivables also indicate strong demand.* And he reiterated that while competitor Oracle has been giving away its customer relationship management software for free, his average price per user has actually increased in each of the last 16 quarters. (Siebel did plenty of Oracle-bashing during his presentation, but that's hardly news.) "So how tough can it be," Siebel asked. "The fact of the matter suggests that maybe things aren't so strained out there." thestreet.com NTAP Sales and Account Receivables Sales AR AR/Sales 4Q2000 $ 200.0 $ 108.9 54% 1Q2001 231.2 138.2 60% 2Q2001 260.8 161.9 62% 3Q2001 288.4 222.6 77% Lunar cycles?

To: pirate_200 who wrote (12138)	2/13/2001 4:58:37 AM
From: JDN	Read Replies (2) \| Respond to of 17183

Dear Pirate: 2. Why doesn't EMC management want to go head-to-head against NTAP? I didnt see Gus answer that, I guess he felt the answer was so OBVIOUS it didnt need a reply. Anyhow, FOR THE RECORD the market NTAP is in has been MINISCULE compared to the target market for EMC in the past. A company does not put forth effort in a tiny market when they are hard at work fulfilling a much larger markets needs. However, it appears EMC is in fact going to address NTAPS market in the future. That CANNOT BODE WELL for NTAP when the 500 pound Gorilla swings onto their tree. JDN