EMC, why does it keep going down? Message Board

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Technology Stocks : EMC, why does it keep going down?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: Ben Maldonado who wrote (31)	1/5/1996 10:31:00 PM
From: Don Ying	of 144

I also believe that EMC has great potentials in 1996. EMC's share of storage capacity (terabytes) shipped for IBM mainframe and plug- compatible systems rose to 40%, while IBM's share was 37%. However, I am not sure the pricing pressure from its competitors are over. Due to its recent delay (yes, again) of its third generation Ramac array storage system, IBM is bound to rely on lowball pricing to keep Ramac enticing. Its rivals will have no choice but to follow suit. Market watchers Meta Group, Inc. and International Data Corp. (IDC) now predict prices will fall by 40% or more in 1996 well above the typical 30% annual decline. I have no idea if the prediction has any facts backing it. But if it is true, EMC will surely be affected. What do you guys think about it? don

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