EMC How high can it go? Message Board

STOCKTALK

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 29.05

0.0%

Sep 15 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bill Fischofer who wrote (10007)	4/26/2000 3:24:00 PM
From: Tony Viola	Read Replies (2) of 17183

Bill, >Remember, INTC is on record as forecasting a fifty-fold growth in server demand over the next several years. This will be a huge high-margin opportunity for INTC and those "PC" boxmakers who embrace this trend. Isn't this a little at odds with the 80 - 20 split prediction in favor of storage 3 or 4 years out? How cheap can servers get? If servers go to 20%, how can it be a huge high-margin opportunity for INTC and those "PC" boxmakers Not a lot to divide up, 20%. I do agree with your mainframe and Sun part, but I'm not buying the storage toppling the servers bit in revenues yet. We'll see. Tony

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next