SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: GVTucker who wrote (9896)4/18/2000 10:25:00 PM
From: Bill Fischofer  Read Replies (3) of 17183
 
EMC vs. SUNW, IBM, etc.

EMC will always have competition. Competition exists because the market which EMC leads is enormous and one of the fastest growing of all technology markets. It is vital to understand this because the media periodically mentions competition as if it is something new or unexpected. It is neither.

The chance of EMC being displaced from its leadership position in storage systems is very small in my view. EMC has a single-minded focus on storage whereas all of its erstwhile competitors have divided focus. Almost all of the storage IBM, SUNW, HWP, CPQ, etc. sells is to their own processor markets. For all their new-found passion for storage systems these are first and foremost processor companies whose main interest is protecting their processor turf. Unfortunately this puts them all on the wrong side of history and there is simply no graceful way for them to make the switch to a storage-centric worldview without catastrophic disruption of their business plans. This is a classic "Innovator's Dilemma" in Clayton Christiansen's parlance. Believe IBM or SUNW, for example, is serious about storage when you read that they are spinning off their processor business. Until then it's just marketing bluster designed to distract the press and prolong their processor franchises.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News