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

To: Gus who wrote (14265)	5/23/2002 4:50:04 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 17183

>> You're missing the simple point. You'd be amazed at how often I do that. >> One can develop a good enough sense of proportion of these market shifts to determine which vendors are going to capture the bulk of the customers dollars when they start spending. Determine? More like guess or speculate, Gus. But even if you're right, what good if the "winners" can't make money by increasing their market share? I find EMC's steep drop in gross margins to be the most disturbing aspect of their decline. The other thing that concerns me is their unholy alliance with IBM and Hitachi for a new standard. That type of arrangement leaves them no barrier to further encroachment by their two largest competitors. As far as ntap is concerned, I'm obviously concerned. The only positives right now are their ability to maintain gross margins, and their current, as opposed to projected, market share of the nas sector. When/if IT spending returns, that combination should result in some powerful increases in both top and bottom line. As far as market share by external vendors is concerned, I think the market shares might be skewed based on definitions of what constitutes a storage system. For all I know, they could be counting second hard drives and r/w cdroms in the mix. uf