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: Apollo who wrote (11256)	9/26/2000 1:20:36 PM
From: Bill Fischofer	Read Replies (1) of 17183

Re: Disruption Unfortunately good concepts quickly become tired bromides in the hands of the media. "Disruption" is one of them. The reality is that technology markets are intensely dynamic and nobody can afford the luxury of rest. That goes for NTAP as well as EMC. The question NTAP enthusiasts have to ask themselves is how quickly they can chew into the higher range of the market before even "lower" players like DELL chop off their own legs? Storage will remain a very high-growth area of the market for many years to come. That's why there is ample room for many players to be successful. Remember, all companies no matter what their size grow by growing into their markets. The reason why companies like EMC and NTAP can continue to be successful in the face of "competition" is that the market is growing so fast its demands exceed the ability of the current leaders to fully supply it. This is why additional competitors are constantly entering the market. It is also why attempts to create either/or scenarios between companies like EMC and NTAP mischaracterize the real dynamics of the storage market.

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