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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
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To: Tony Viola who wrote (7897)10/22/1999 7:33:00 AM
From: Nathan L.  Read Replies (1) of 17183
 
Clariion storage should be an easy fold into EMC, while the Aviion server division seems to be the worry of Wall Street. This thinking is misplaced and it should be the server vendors who get hit having Aviion in the hands of EMC management. Just as EMC stock has been hit in the past with the multiple announcements of server vendors trying to enter EMC's core enterprise storage market.

With the onset of the SAN, it is no surprise that server vendors are scrambling to enter EMC's business. But now EMC may have trumped them all with Aviion. It looks to be much easier for the enterprise storage leader to enter the already fiercely competitive server market than it would be for any single server company to enter EMC's market. Especially with software playing such a huge role. This is of course if EMC chooses this route.

At the very least, in two years when Aviion can be put up for sale, it could fetch a very lofty price just to get it out of EMC's hands. By then EMC should own the SAN.
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