SI
SI
discoversearch

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.
Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tony Viola who wrote (9136)2/5/2000 1:31:00 PM
From: Nouveau_Riche  Read Replies (1) of 17183
 
Let me try to add some perspective to how IBM has given away the high-end storage market.

In 1990 I had a look inside IBM's AS400 9336 DASD. Inside was an Emulex controller. Later I had a peek inside their RAMAC and found another third party controller inside. Later, in an act of desperation to compete with EMC they signed an OEM (reseller?) agreement with STK. My point is that while EMC was developing a world class engineering organization committed to developing high-end storage, IBM was concentrating on computers and trying to buy low-end storage devices outside. The same holds true for HP, Sun and Compaq.

Now EMC is the leader in high-end storage and is leading the way in defining storage architectures and features. IBM, HP, Sun and Compaq are only just beginning to take storage seriously by developing the internal expertise that is required to compete with EMC. They are still years behind.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News