SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?


To: pirate_200 who wrote (10093)5/9/2002 12:16:03 PM
From: JakeStraw  Respond to of 10934
 
Only time will tell...



To: pirate_200 who wrote (10093)5/9/2002 2:05:46 PM
From: pirate_200  Read Replies (1) | Respond to of 10934
 
Well, we have verification it was an ex-EMC "consultant":

See: thestreet.com

Steve Duplessie and his consulting company *get paid* to go
on the road and trumpet the greatness of EMC (EMC is listed on
the "Enterprise Storage Group" website as a customer, BTW).

It's interesting that he frames EMC's targeting 30% of revenue
from software and 50% of revenue from hardware getting potentially
reversed as a positive. The reason this is changing is that
revenue is dropping, they are selling less hardware and trying
to sell more *add on* software. It's actually a negative.

This is all about spin and Steve Duplessie is paid to spin.



To: pirate_200 who wrote (10093)5/9/2002 5:48:25 PM
From: BirdDog  Respond to of 10934
 
One trick pony? Let's read the whole note:

People, lets also remember to be wise when reading analyst recommendations. Merril is under criminal investigation on this right now. Wake up!

EMC good means that they want to sell EMC shares as high as they can.

NTAP bad means that they want to buy NTAP as cheap as they can.

BirdDog@Prairie.com