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To: Gary Ng who wrote (128677)	3/1/2001 4:35:58 PM
From: Tony Viola	Respond to of 186894

Gary, If IBM is having a good quarter, dollars to donuts it's because of their new mainframe they just came out with last quarter >>Will that have some positive spin on EMC ? Good point Gary. Actually, EMC is the biggest provider of storage systems for mainframes, and all other enterprise datacenter platforms as well. So, yes, EMC could see some storage pickup from a pickup in IBM MF sales. Look at an intraday chart of IBM and EMC and EMC actually did better percentage wise. Thanks for pointing that out. Tony