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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: GVTucker who wrote (9896)4/18/2000 11:30:00 AM
From: Tony Viola  Read Replies (1) of 17183
 
GV, >--in addition, CPQ has some potential to move higher end on the storage side if the new Alpha servers are as good as advertised.

I didn't exactly understand this. Do you mean that, if Compaq's high end Alpha servers sell well, they'll get additional pull-through storage sales as a result?

I agree that IBM is a much bigger threat than Sun. Sun is kind of like Dell in that they get their storage through acquisition only, rather than development, like the big 3 do (EMC, CPQ, IBM). That will always put them behind, IMO.

Tony
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