EMC How high can it go? Message Board

STOCKTALK

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 : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tony Viola who wrote (10073)	5/1/2000 3:50:00 PM
From: alydar	Read Replies (4) of 17183

Numbers do not lie. SUNW took more server business away from HWP and CPQ more in that last quarter than in history. They are slamming the commodity server environment. How else do you think that revenues grew at a 35% clip. The internet enterprise sale is much different than the client-server at this point-in-time. Product differentiation is key right now. Large multi-national IT companies with complete/system solutions will be the first major beneficiaries of the internet. I doubt whether the enterprise products sold to corporate america will be commoditized like PC software and hardware. This is not to say that EMC will not continue to be the market leader in storage. It just means that companies like SUNW that offer a more complete solution will eat away at their markeshare. Why else do you think EMC's CEO is trying to position the company as the center of the internet solution. The company needs to broaden their product line out beyond storage to compete in this environment. ORCL, SUNW, CSCO, JDSU, IBM etc. are examples of how a complete solution is the preferred product by business for the internet. All, IMO.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next