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: Just4fun2 who started this subject	7/18/2001 5:52:43 PM
From: pirate_200	Read Replies (1) of 17183

Some comments from IBM's quarterly release transcript: ======== See: investor.ibm.com ======== page 3: "Disk storage was up 35% -- driven by a 55% growth in Shark" page 10: "Shark's gross profit margin improved -- quite a contrast to our largest competitor" (EMC) page 17: "Our disk subsystem revenue grew 35% year-to-year. These gains were driven by strong competitive wins by our Shark systems which grew 55%." ======== Both Hitachi and IBM are claiming increasing revenue and market share in high-end storage. I suspect IBM's comment on gross margin improvement may be moot since they may well have had crappy margins to begin with. Anyone have a clue as to what Hitachi and IBM maintain for margins in their storage systems? It would seem EMC may have to drop to their level, all other things being equal (features, performance etc.) to keep business.

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