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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
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To: JRI who wrote (9895)4/18/2000 11:22:00 AM
From: GVTucker  Read Replies (3) of 17183
 
Sun vs EMC: I think that IBM is a much bigger threat than Sun. Also don't discount CPQ, who I think is probably at least as big a factor as Sun--in addition, CPQ has some potential to move higher end on the storage side if the new Alpha servers are as good as advertised.

LGTO--agreed, although, following up on the above paragraph, it wouldn't surprise me if CPQ took them before EMC.
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