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Politics : Formerly About Applied Materials
AMAT 297.52-6.6%3:59 PM EST

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To: Proud_Infidel who wrote (33139)11/11/1999 11:02:00 AM
From: Tony Viola  Read Replies (1) of 70976
 
Brian, OT EMC, storage,

More and more, computers are becoming storage

If this is true why are Seagate, Quantum, Read-Rite still swinmming in capacity.
I love EMC but there is a huge dichotomy between EMC and the storage(DD) sector.


It's in the IP, or intellectual property. EMC has software that does things like migrate data, safely, between several kinds of platforms that may be attached to their storage at any given time: mainframe, NT or Unix boxes. More fundamental than that, their storage can be the center of the complex, with IBM, Sun, and Wintel CPUs attached, and all run smoothly, data flowing among all. This ain't simple. Data used to be constrained to one type of platform at a time. Big complexes LIKE to have different types of platforms connected, it's the way they've migrated over time. Hard drives, OTOH might be compared to a DRAM chip. Anyone can make one (well, given the technology being in place for years, in both cases). No unique software or hardware is required to build drives.

EMC also has hardware controllers that are unique, in support of the software above. Nobody can copy this stuff at the gate or code level. They can at the functional level, but that's designing almost from scratch. Takes a long time for competition to catch up to companies like EMC, because of their IP content. Hope that helps.

Tony
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