EMC How high can it go? 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.

Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Nathan L. who wrote (9570)	3/10/2000 7:24:00 PM
From: Robert C. Barry	Read Replies (1) of 17183

McData as a public company Nathan EMC will take McData public within the year for all the arguments you presented. Many potential users of McData products will buy elsewhere rather than support EMC unless as you suggested there are no competitive alternatives. Captive divisions always find it hard to be long term leading edge vendors when they are beholden to a parent no matter how good that parent is. IBM comes to mind. I think the management at EMC is much too astute to not set McData free. The only reason they would not set them free is that McData's technology might hurt EMC's revenue stream in the hands of a competitor which is not likely since we know that EMC's strength is in their software and service and not just in hardware. RCB

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next