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: JDN who wrote (9997)	4/25/2000 2:21:00 PM
From: Bill Fischofer	Read Replies (1) of 17183

Re: Stock performance I have no complaints about EMC's stock performance. Very few people really sense the sea change that is occurring in IT and how EMC is now the prime mover here. That just means that EMC's stock won't get ahead of itself (which is good). I'm very much aware that my views on EMC's threat to the traditional processor vendors (SUNW, IBM, etc.) are controversial, however I believe that the true nature of this threat will become manifest over the next 2-3 years. Today the IT hardware budget is roughly split 50/50 between storage and processing. By 2003 that ratio will move to 75/25 and it won't stop there. By the time it reaches 90/10 (2005-2007) the processor will become as much a commodity as the disk drive is today. Processors will still be important, but they will no longer be the high-margin value-added center of the IT universe. That role will be taken over by the storage network, and EMC fully intends to dominate that space.

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