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: Nathan L. who wrote (9662)	3/27/2000 3:23:00 PM
From: Bob Frasca	Read Replies (2) of 17183

Companies like Brocade show a larger threat than any IBM or NTAP has provided. Could you elaborate on your statement? A fibre channel switch is a component of the SAN. How could it be a threat? As was discussed a week or two ago, EMC currently has an OEM agreement with McData for switches. Are you concerned that they have an OEM agreement with the wrong vendor? Bob

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