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: Jean M. Gauthier who wrote (10088)	5/1/2000 1:34:00 PM
From: Bill Fischofer	Read Replies (1) of 17183

We'll see The two key questions investors should ask themselves are: 1. Is the shift to storage-centric computing real or is it just a clever marketing ploy? 2. If the shift is real then how does this impact the leadership landscape in technology? My claim is that those who believe the answer to question #1 is that this is just some sort of marketing gimmick are in denial. This shift is very real and the only real question is at what point do companies (and their shareholders) acknowledge its reality. And if this is a real shift then the inescapable conclusion is that companies whose value-proposition depends on high-margin central processor sales will need to make radical adjustments in the coming years. No question that "servers" will get more powerful in the years ahead. However they will no longer be the central focus of IT--the sort of thing that customers plan their IT strategies around. Instead they'll move towards commoditization at the periphery of IT landscape as storage continues its domination of the center.

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