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: John Carragher who wrote (9674)	3/29/2000 12:44:00 PM
From: Gus	Read Replies (1) of 17183

Analysts said IBM is still hedging on when these features will ship. "It sounds as though what they are doing here is trying to take the spotlight off their failure to deliver the important stuff," by announcing its $400 million investment in centers and consultants to develop SAN technology, said Meta Group analyst Rob Schafer. "But the key is that everybody is waiting for the functionality." IBM is misleading its customers, added Pete Duplessie, analyst at Enterprise Storage Group. In addition, no matter when the ESS features are delivered, IBM still faces obstacles in taking on market leader EMC, because of integration issues between customer applications and ESS. In order to take advantage of the functions of ESS, disk vendors will have to work with application vendors to integrate software with ESS, Duplessie said. techweb.com

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