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: TigerPaw who wrote (10033)	4/27/2000 9:45:00 AM
From: JDN	Read Replies (3) of 17183

Dear TP: I believe, that if you buy DELL hoping to see major sales and profits from its so-called servers you will be sorely disappointed. A lot of posts lately seem to think a server is "Just a hunk of iron" not so. The servers, the storage all part of a "system". What makes EMC so successful besides being an extremely well managed company, is its software that ties it all together. Same is true of SUNW. Both companies have spent a great deal of money on Research and Development into their respective fields. Dell spends a miniscule amount of R&D and even that pitiful amount is spent mostly on bettering techniques of "assembly" of the boxes. All the BS Dell has put out lately is just to take investors eye off the ball ie PC's are being commoditized and IMHO Dells best days are behind them. JDN

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