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


To: Gus who wrote (13486)11/16/2001 1:33:30 PM
From: pirate_200  Read Replies (1) | Respond to of 17183
 
> As usual, NTAP fanatics like you continue barking up the wrong tree.

So help me Gus, which of the six points in this post are incorrect?

See: Message 16667911

These are EMC's numbers from their conference call. I'm just doing
addition and subtraction, what am I missing?



To: Gus who wrote (13486)11/16/2001 1:41:09 PM
From: JakeStraw  Read Replies (3) | Respond to of 17183
 
>>so that you can explain away NTAP's massive losses of market share

Watch out for the die-hard NTAP groupies. They're still singing the same song...except the first verse is continually changing from: "It'll never go below $50"...to "It's a screaming buy at $40"...and of course the ever popular "I'm loading the boat at $30" :^)



To: Gus who wrote (13486)11/16/2001 1:47:38 PM
From: Jack Wright  Read Replies (2) | Respond to of 17183
 
Gus

Let me give you some basic facts and why IDC has got it wrong.
In their report, they have NTAP 2001 sales as 592 M. i don't know where they get their numbers.

For 2001, NTAP revenues
1Q - 231M
2Q - 260M
3Q - 288M
4Q - 225M

So if you add it up it is 1.04 Billion.

ntap.com

BTW, if EMC is gaining market share, why are their revenues down, and the MARGINS eroding..

In the latest quarter

EMC - 30 % GM
NTAP - 58% GM

Go figure !!