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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 162.40+2.9%3:59 PM EST

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To: Gottfried who wrote (8185)3/29/2000 9:45:00 AM
From: Z Analyzer  Read Replies (1) of 9256
 
<<IBM believes that increasing the interoperability of SAN devices will erode EMC's lead. To that end, it's building locations where customers can try out combinations of servers, storage devices and networking hardware. >>
Keep this in mind if we see IBM as the first OEM to announce qualification of EXBT's M2 drives.
Gus, You've been big on EMC. Do you see all the potential competition from respectable players threatening their dominance? -Z
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