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

To: Wyätt Gwyön who wrote (12205)	2/14/2001 11:50:32 PM
From: Tony Viola	Read Replies (1) \| Respond to of 17183

Re EMC being about 10X NTAP in sales, yet grew a higher percentage in sales quarter over quarter, how about this: one of NTAP's quarters contained January, which sucked. Not so for EMC. Disclaimer: EMC shareholder who thinks NTAP is going to get their clock cleaned by not just EMC, but other more broad-based (product-wise) companies. BWDIK. Tony

To: Wyätt Gwyön who wrote (12205)	2/15/2001 1:16:17 AM
From: pirate_200	Read Replies (1) \| Respond to of 17183

> EMC grew sales 15% from 3Q00 to 4Q00 while NTAP grew sales 10% from 2Q01 to > 3Q01 despite the fact that EMC is more than 9x bigger than NTAP! Yes, and I can pick some other quarters this year where the comparison favors NTAP. Certainly since the 4th quarter is the incentive-laden, commission-accelerated quarter for sales, I would expect EMC to have good numbers. I expect the same for NTAP in this quarter, since they have the same sales incentives for their final fiscal year-end quarter. I could pick an equally meaningless, snapshot in time number and say NTAP grew 90% year-over-year in their Q3, EMC grew less in Q4 year-over-year comparison, is that less or more meaningful?