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: linda_marie who wrote (9766)	4/5/2000 11:42:00 AM
From: Bill Fischofer	Read Replies (1) of 17183

Re: Dell, PCs and the storage core DELL and the other Wintel vendors will be among the main PC beneficiaries of the storage-centric transformation. As storage moves to the center, processing becomes a peripheral to the storage network. This will be especially true once processor-centric "legacy" applications are recast as network applications using technologies such as XML and Java which are inherently processor-independent. Legacy applications are one of the keys to the current processor-centric model and it will take time to displace them to allow the storage-centric model to be fully implemented. We are thus in a 3-5 year transition period where the true shape of things to come are as yet only visible in outline. In this new environment, datacenter processor margins collapse as storage displaces the CPU at the high-margin center. These reduced margins, while painful for processing companies currently occupying the center such as IBM and SUNW, are a fabulous increase over the razor-thin margins in the desktop PC space. This is why companies like DELL and CPQ stand to benefit greatly from this transition.

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