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

To: Gus who wrote (13568)	12/2/2001 4:50:16 PM
From: SPSEIFERT	Read Replies (1) \| Respond to of 17183

Gus Warmenhoven claims that they win most of the direct competition they have with EMC. If so then the only conclusion I can make is that the only place that EMC is expanding NAS business is where they already have a SAN position with the client. I wonder what the picture looks like where neither NTAP or EMC has a position and the client is moving away from DAS and has to make a decision about who to move forward with. A SAN supplier who can also supply NAS or an NAS supplier that doesn't force the upfront SAN costs? I would like you to address this seriously because I really don't know.

To: Gus who wrote (13568)	12/2/2001 8:25:40 PM
From: pirate_200	Read Replies (1) \| Respond to of 17183

RE: EMC's manufactured market share numbers > Face it, Pirate. You're not really interested in an answer to > your so-called question. You just want to use every opportunity > to cast doubt over EMC's lead in NAS to downplay NTAP's persistent > loss of market share over the last two years. Such a child. Well, then please discredit this information, which I have asked you to do at least 1/2 dozen times already. All of this information was provided by EMC on their last quarterly conference call: See: Message 16667911 All I have been asking for is an explanation of why EMC's NIS revenue total (SAN+NAS) is missing $84M? Should the $84M be taken out of the NAS or SAN revenue segment to make this NIS total correct? This is EMC's data, I'm just doing the math.