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 (11264)	9/26/2000 5:03:33 PM
From: Bill Fischofer	Read Replies (1) of 17183

Re: Disruption Good book summary, but it also points out why talking about EMC being "disrupted" by NTAP or anyone else misses the main point of the book. Few businesses would be more poorly characterized as "sustaining" than storage. True disruption is what happens when a fast-moving and rapidly evolving "inferior" alternative intersects a slow-moving mature market dominated by hidebound incumbents. A good example of real disruption in action today is MP3 digital music vs. the recording industry. Note how different this is than the pseudo "disruptions" that the media likes to promote. Another genuine disruption that is happening is IP telephony vs. the public switched telephone network (PSTN). While traditional "long distance" companies like T are starting to feel the pinch of this transformation it is the RBOCs and so-called "CLECs" who have no clue as to the the amount of pain that CSCO and others are going to inflict on them over the next decade. Watch what happens as businesses large and small start unplugging themselves from the PSTN wholesale. The entire concept of a "phone company" is headed for the museums. Other examples abound. But the point is that genuine disruption is systemic, not cosmetic, and involves wholesale displacement of established economic patterns. Formerly secure empires fall and make way for newer players who are not wedded to the outmoded past. If EMC ever settles into complacency that will be the sign to move on. But for now, it and the other leading players in the storage-centric shift are just beginning their ascendency.

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