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: Educator who wrote (12113)	2/12/2001 2:29:48 AM
From: Gus	Read Replies (1) of 17183

Let's keep track of this. Dell is waging a price war in PCs and servers so that could be a factor in this warning because Dell always ends up grabbing sizable chunks of market share from the notorious channel-stuffer, Com-pork. Compaq, however, has a fast growing storage software business ($200M) and it ended 2000 with an install rate of 1,000 mid-range SANs a quarter (70% through its reseller channel), which it wants to increase to 2,000 SANs a quarter. Compaq also has a color-coordinated storage alliance with IBM called, "Friendly fire never hurt so good." <g> .......The head of the U.S. computer giant Compaq Computer Corp. predicted a slowdown in sales growth to just under 5 percent in the first half of 2001 from 10 percent in 2000, a German magazine reported. Michael Capellas told German news magazine Der Spiegel in an interview to be published on Monday that Compaq would see sales stagnate at zero growth in the first quarter followed by a pickup in the course of the year. "In 2000 Compaq had sales growth of 10 percent. By contrast in the first half of the new year it should only be almost half that," Capellas was quoted as saying....

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