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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: James who wrote (8951)1/26/2000 2:41:00 PM
From: Tony Viola  Read Replies (1) of 17183
 
James, thank you very much for your CC summary. This is interesting:

Gaining on Sun in
server sales.

Of course, the old Data General was one of the top minicomputer companies in its day. Maybe they can recapture some of the old magic under EMC's leadership.

NAS Market-- Already at a $300 million run rate; and growing faster than anyone.

Growing faster than the leader, NTAP, would be something.

IBM shark is simply not a threat.

Too many people trashing IBM...Sun in servers and EMC in storage. Makes me nervous, unless IBM has gone to sleep like in the 80s. Come to think of it, they are headquartered in Rip van Winkle country.

Thanks again.

TV

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