EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

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Sep 15 5:00 PM EST

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To: Bob Frasca who wrote (9573)	3/11/2000 9:05:00 AM
From: bob gauthier	Read Replies (1) of 17183

I think one thing to remember, NAS or SAN, is WHERE IS THE MONEY? EMC realizes this better than any other contender IMHO. The money is to be made in software. Either NAS or SAN represents a very complex computing environment albeit the correct path for the future. Dozens of compute nodes communicating wih hundreds of terabytes; who is in control? Who keeps system A from stepping on system B? Who controls the addition/deletion/change of storage? This is where EMC with the ESN (Enterprise Storage Networks) has a significant lead, and momentum with the Fibre Alliance. In the future whoever owns the controlling software owns the MONEY, irrespective of whatever box is plugged in. The most significant stumbling block to this equation right now is the entry cost for the EMC fibre switch, about $60K as a base unit. If EMC can come out with a less expensive entry switch WATCH OUT as the SAN marketplace explodes. These are all just my opinions of course but I'll be watching the EMC software revenue numbers most closely in the future. BobG...

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