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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: JDN who wrote (10717)7/23/2000 10:58:25 PM
From: Tony Viola  Read Replies (1) of 17183
 
JDN, pretty good article on storage from Business Week. Not sure if it's been in here. This paragraph agrees with what we said about Dell catching up. Maybe the author knows enough to look in here, where the latest info is available. ;-)

Not only Sun but IBM, Compaq, Hewlett-Packard, and Hitachi have all announced major storage initiatives in just the past few weeks. "They have to be on that boat," says Merrill Lynch analyst John Roy. "It's sailing, guys." He thinks it will take several years for the server vendors to catch up to where leaders like EMC and Network Appliance are now. "In the meantime, EMC and NetApp are grabbing burgeoning share of the burgeoning market."

businessweek.com
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