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: Bob Frasca who wrote (10514)	6/21/2000 9:31:00 AM
From: JDN	Read Replies (1) of 17183

Dear Bob and Gus: I read with increasing admiration the professional and technical discussion the two of you have had on McData and competitors. Both of you seem very well versed in your subjects. I wouldnt presume to argue with either of you on the merits of the technology. But, I would take issue with one of your comments, Bob. "In my opinion, McData is too far behind and that's why EMC is spinning them off." I was a business man and I can tell you there could be a very good business reason for spinning off McData. That is as follows: Presume McData does in fact have new products coming out that will compete with the latest generation. In order to generate the maximum amount of sales (and thus spread out the costs of developing) it would behoove McData to be independent of EMC. Many vendors would think twice before buying a product from their competitor if a seperate source were available. That is my only meager comment to both of yours arguements. JDN

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