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

To: Wyätt Gwyön who wrote (12201)	2/14/2001 7:45:21 PM
From: pirate_200	Read Replies (1) \| Respond to of 17183

> what do you say to Gus' point about EMC growing faster than NTAP > even though its base is nearly an order of magnitude greater? > Does not sound good for NTAP, as far as I can tell. One would > expect the upstart to be growing much faster and taking market > share, as JNPR has done vis-a-vis Cisco. I guess it depends on who the "upstart is". I know that the NTAP-bull argument was that EMC was starting their NAS revenues from a lower point, so the percentage growth was large because the starting point was small. The other NTAP-bull argument is that EMC is throwing Symmetrix's into the NAS space with Celerra's and highroad allowing SAN/NAS attachments clouds how the revenue is booked: strictly SAN or NAS? I don't know how EMC recognizes this revenue, so I can't say. I don't think Gus can either, unless he is an insider. The only thing I'll look at are NTAP's end of fiscal year numbers this spring and IDC's report of the market at that time and try to figure it out with a full year comparison from last spring's report and whatever EMC has reported at the time.