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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: Nathan L. who wrote (7234)7/26/1999 6:03:00 PM
From: Tony Viola  Read Replies (3) of 17183
 
Nathan,

Re: "Also, I have heard that shark doesn't support Fibre Channel connectivity."

It supports Fibre Channel:

Most
important, though, is its ability to work with heterogeneous hosts
-- S/390, UNIX, Windows NT and AS/400 -- and with a variety of
interfaces, including ESCON, Fibre Channel and Ultra SCSI.


Re: "IBM doesn't have the software."

Sounds like they do:

Software is a crucial piece of the puzzle and through
products from the Storage Systems Division (SSD) and IBM's
Tivoli unit, the IBM Enterprise Storage Server will incorporate a
full range of intelligent storage functions such as data
partitioning, peer-to-peer remote copying, extended remote
copying, Parallel Access Volumes and FlashCopy.


Re: " They are even getting knocked by STK on this announcement."

Sour grapes. Nothing else to say about STK.

Did you really think that IBM was going to come out with a shabby product to compete with EMC, with the huge market at stake that storage is? I mean, they do have a bottomless pit of money to spend on R&D. Like someone else said, this more or less validates the terrific opportunity that is out there in the storage market. Look at it like a Cisco going head to head with a Lucent in the networking area. I think they'll both clean up, as will EMC and IBM in storage.

The full IBM press release on Shark:

storage.ibm.com

Tony
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