EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: Allegoria who wrote (9633)	3/23/2000 9:25:00 AM
From: JDN	Read Replies (1) of 17183

Dear Eric: First off, I DO place great emphasis on the man at the helm. It is HE who dictates the policy down to ALL LAYERS. That is why he gets the big bucks!! Secondly, I do not think of NAS as competitive technology to EMC. Each method of storage has its own merits. For the past and present targeted EMC client I believe SANS is the preferable choice. Seems to me EMC is continuing to improve in this technology. Down the road if Mike R. determines that NAS technology would be useful and profitable for EMC to add they certainly have the financial and technical wherewithal to either acquire or develop it. There is no need to feel that if NTAP is successful EMC will not be and vice versa. Storage is a large and growing field. There is certainly plenty of room for multi vendors. Most are filling a niche generally related to their own hardware in the case of the box makers. EMC's advantage is it supports most if not all platforms. JDN

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