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: John Carragher who wrote (7274)	7/28/1999 7:14:00 PM
From: Bill Fischofer	of 17183

Re: Build vs. Buy The build vs. buy decision is one that most companies make all the time. The important part to understand about technology is that most of the real assets of any technology firm (especially for small firms) is contained in the heads of their people, so such acquisitions have to be on amicable terms or else the real assets will simply move on. Integration, however, always presents its own problems. I don't know enough about MYLX to comment on IBM's buyout of them. I'm sure it was done for the reasons you cite as well as, perhaps, for whatever patents MYLX may own in its area of expertise. I assume that MYLX agreed to this deal since they concluded that as a small player they were unlikely to survive on their own over the long term.

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