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EMC How high can it go?

An SI Board Since October 1996

Posts	SubjectMarks	Bans	Symbol
17183	357	0	EMC

Emcee: Just4fun2	Type: Unmoderated

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Reply	Message Preview	From	Recs	Posted
15158	From a much smaller financial base, yes, but the relevant question going forward	Gus	-	8/20/2003
15157	Gus, Seems to me that NTAP has done better than EMC - financial results wise - i	JakeStraw	-	8/20/2003
15156	Gus Their sales are moving over a billion this year in a market that is stagnan	SPSEIFERT	-	8/20/2003
15155	Dell goes for the jugular. HPQ has channel inventory of 3 to 5 weeks that jus	Gus	-	8/20/2003
15154	John, NTAP's share of the NAS market has gone down from 70+% when the enti	Gus	-	8/20/2003
15153	In terms of market cap I think EMC will eventually trade between Oracle (~$64B)	Gus	-	8/20/2003
15152	Hi Gus, I am curious if you have a personal price target for EMC over the next	Proud_Infidel	-	8/20/2003
15151	7:44AM EMC Corp upped to Outperform from Sector Perform at RBC (EMC) 11.62: The	Proud_Infidel	-	8/20/2003
15150	excerpt from ntap conference call.. Q3. Sales to Fed. Gov't and something a	John Carragher	-	8/20/2003
15149	Gus and friends: Any thoughts yet on the HPQ results and the NTAP results.Gus, I	stpeter	-	8/19/2003
15148	Let me know, Sam. For my money I think the emerging reference for storage mana	Gus	-	8/19/2003
15147	From MTIC's latest 10Q....... Overview We are a system integrator providi	Gus	-	8/19/2003
15146	Dell's Total External Storage sales grew by 46% in its most recent quarter w	Gus	-	8/19/2003
15145	ADIC is indeed trying to build up their software revenue. I think last quarter t	Sam	-	8/19/2003
15144	From here to there..... <b><font color=blue> meta-data Data that d	Gus	-	8/19/2003
15143	Dell vs HPQ. $5,000 to $30,000 NAS category. Guess who wins? <b> DELL <	Gus	-	8/19/2003
15142	<b>End-Of-Summer Clearance On VC-Backed Firms Erika Brown, 08.19.03, 1:30	Gus	-	8/19/2003
15141	I thought so too, Sam. EMC has always supported all the major tape libraries th	Gus	-	8/19/2003
15140	Gus, Thanks for all of the tape articles. I didn't realize that Quantum was	Sam	-	8/19/2003
15139	<b>EMC Considers Tape Plans By Evan Koblentz August 18, 2003</b>	Gus	-	8/18/2003
15138	One of EMC's most unusual VARs (and former EMC rival) just reported its firs	Gus	-	8/18/2003
15137	<b>Pareto Principle "the 80:20 rule"</b> <b><i&g	Gus	-	8/18/2003
15136	The current rule of thumb, according to Gartner, is that enterprises that exceed	Gus	-	8/18/2003
15135	<b>Rapidly Falling Storage Costs Mean Bigger Databases, New Applications B	Gus	-	8/18/2003
15134	<b>The lesson of lock-in</b> IBM argues that its diverse line is th	Gus	-	8/18/2003

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