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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: Bill Fischofer who wrote (12872)7/11/2001 11:16:20 AM
From: Tony Viola   of 17183
 
Bill, I agree about Sun's storage strategy still seemingly not getting off the ground. I was also having a little fun with the WSJ writer's "terminology" and "facts". If they can't even get the lingo right, who's going to take anything else about their tech articles seriously?

Back to Sun, if Hitachi is the best they can do for high end storage, that doesn't sound too good. Reselling an overseas vendor's product can present a couple of drawbacks right away. First is the middleman-scant-profits problem, and second is maybe questionable customer support. With the product being non-Sun developed, the second or third line of support may be in Japan vs. local US. That can be problematic in when tough problems arise.

Tony
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