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

To: Gus who wrote (14249)	5/20/2002 9:23:25 AM
From: Elroy	Read Replies (2) \| Respond to of 17183

Oh, I didn't know you were using Gartner's numbers. I was talking about storage revenues in general, and in storage revenues in general, NTAP is clearly gaining share. As for Gartner's numbers, I believe EMC includes high end Symmetrix systems with their own NAS numbers thereby inflating their results. Gartner probably just took the numbers EMC fed to them. On a like for like basis, I don't think you'll find any analysts or market researchers that will say EMC is gaining share from NTAP in NAS, but you may find some researchers (like Gartner) that will re-classify large expensive boxes of disks (formerly known as boring direct attach storage) as NAS revenues, thereby making EMC's largely boring DAS revenues appears to be NAS revenues. It's not that complicated, it's called EMC marketing. If you really think EMC is gaining share (for the last two years, no less!!) then why are they in the dumps while NTAP is reporting record gross margins, strong backlog and maintaining profitability? Your views don't jive with the two company's differing results. Elroy