EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

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Sep 15 5:00 PM EST

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To: TraderEd who wrote (10590)	7/7/2000 9:24:09 AM
From: Bill Fischofer	Read Replies (1) of 17183

I agree However, while the also-rans in storage are huddling together to try to match what EMC has on current offer, EMC is in the meantime working with the likes of NT, LU, and CSCO to define the future of storage as a service within the optical network of the near future. Not only does EMC get the emerging paradigm, they will largely be responsible for defining it from a storage perspective. This is what happens when you're 2-3 years ahead of your competition as EMC has maintained it is. EMC will not partner with SUNW because SUNW has no interest in the new paradigm, however the fact that CPQ has thrown in with IBM makes it more likely that DELL will partner with EMC. DELL more than anyone else seems to be positioning itself to lead the commodity diskless server market of the near future.

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