EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

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Sep 15 5:00 PM EST

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To: Proud_Infidel who wrote (15571)	12/3/2003 2:35:09 PM
From: Gus	of 17183

I'm somewhat surprised at how much play IBM is trying to squeeze out of this obviously lagging product when EMC is moving the market to more advanced types of migration issues and opportunities. EMC has been migrating customers away from IBM storage systems since 1990 when IBM had more than 70% of the mainframe storage market (with 75%+ gross margins), 3 or 4 other players had more than 25% (with 50%+ gross margins) and EMC had less than 1%. The appliance form factor itself is no big deal because migrating data from older storage systems to newer storage systems with bigger disk drives (read: complex data placement problem) will always require sophisticated service wrappers because of the increasingly dynamic nature of customer repositories. Most storage vendors can generally migrate data between systems if the repository is relatively static but very few can ACTUALLY migrate data between highly dynamic systems where you have numerous business processes depending on numerous applications generating data that is used by numerous business units in different places at the same time. The most experienced and street-smart people at doing this kind of work are at EMC, not IBM. This is the kind of brain drain that generally does not reverse overnight, if at all.

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