Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 298.98

+0.5%

12:01 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (33139)	11/11/1999 11:10:00 AM
From: Doug B.	of 70976

I love EMC but there is a huge dichotomy between EMC and the storage(DD) sector. Can anyone explain this? Brian, You are making the same mistake that MANY people have made. Comparing disk drives, a commodity item which decreases in price per bit on a monthly basis, with enterprise storage, an integrated and complex array of disk drives, chips, networking hardware, and _most_ importantly, software, is like comparing DRAMs with high-end servers. Why does Micron fluctuate when SUNW keeps right on going? Same difference with disk drives and EMC. Just my thoughts. Regards, Doug

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next