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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: Tony Viola who wrote (10019)4/26/2000 3:51:00 PM
From: Bill Fischofer  Read Replies (2) of 17183
 
It's all relative

The age of the million dollar mainframe is fast ending. However compared to the sub-1K PC market the commoditized server opportunity still represents a huge area of high-margin sales for INTC, CPQ, DELL, etc. Believe me, there is good business in selling endless racks of $10K-$50K ESN peripheral servers.

Also, remember that total IT spending will continue to grow. That growth will be disproportionately skewed to storage, however. That's where the 80/20 ratio comes from.
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