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: Fred Levine who wrote (7220)	7/25/1999 11:56:00 AM
From: Bill Fischofer	Read Replies (1) of 17183

Re: IBM Storage The time to worry about the "IBM Threat" would be if IBM spun off their storage division the way they did their printing unit (Lexmark) many years ago. As long as it's IBM Storage they still fail the "neutrality test". Think IBM will help a customer select a SUNW or an HWP box to go with that new storage they'll sell them? Sure, they'll hold their nose and attach to a "non blue" box if that's what the customer has, but you can bet they'll take every opportunity to explain to the customer how an IBM box is the perfect complement to that storage. As a result IBM, like all the other "captive storage" vendors, will do the vast bulk of its selling to its own accounts. EMC has claimed for some time that they have a 1-2 year technical lead over the rest of the field. That's a lifetime in the technology business. Ignore the day-to-day gyrations and stick with the leader. EMC's best years are still ahead of it.

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