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Technology Stocks : Intel Corporation (INTC)
INTC 37.89-0.1%3:59 PM EST
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To: Pigboy who wrote (101463)3/24/2000 12:59:00 PM
From: Paul Engel  Read Replies (3) of 186894
 
pigboy - Re: "but he has this theory (im sure he's not alone) that the processor is moving to the periphery and the storage is moving to the center of networks in the future. "

That fellow has some interesting ideas - well considered.

However, he quotes somebody who finds the EMC storage very scaleable, saying that the big EMC storage allows them to scale and add more applications for their users.

The key word here is "applications".

Applications don't run directly on storage devices - they run on processors - servers, mainframes, whatever.

And Intel is still in the eye of this hurricane.

By the way - I think EMC is a great company - I visited them in 1994 when they were on nobody's radar screen - and bought their stock about 9 months later.

Paul
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