EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: Elmer Flugum who wrote (14641)	10/10/2002 3:04:14 PM
From: pirate_200	of 17183

> At least history is on EMC’s side. During the 1980s, > it managed to convert from being a vendor of simple > computer memory into the leader in cutting-edge > storage systems. "That was like going from being a > Chinese restaurant to being Aetna (AET, news, msgs)," > says Duplessie, of the Enterprise Storage Group. "So > they have been through these monumental transitions > before and come out on top. This change is arguably > just as difficult." It is more difficult. In the 1980's there were probaby < 1000 workers in the Chinese restaurant, now there's 17-20,000. I think the "independent software" model can work, if EMC spins out the hardware business. That way, the company is really vendor neutral and the software business and gross margins make the whole business and stock, look attractive.

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