Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 248.42

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3:59 PM EST

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To: ewolf who wrote (52884)	9/23/2001 8:57:15 PM
From: Sun Tzu	Read Replies (1) of 70976

OT -- EMC First let me say that I have no positions on EMC (nor have I had in the past). My statement was based mostly on personal experience, as well as my understanding of how this industry moves. I am primarily involved with design and implementation of Unix infrastructure. I often have more than one client at a time. I don't recall any client really liked EMC the way some clients are prejudiced for some platforms. At best, people were neutral about them and bought them based on technology. On the other hand, many people found them arrogant and uncooperative. They would go out of their way to see if they can find an alternative solution. EMC is also the victim of its own success. You cannot run such a high margin business and not attract competition. I've been watching Hitachi for a while now. They are doing very well. Even Compaq was offering solutions that some of my clients chose over EMC. On the other side of the fence you have Sun and Veritas ganging up against EMC. Their solutions are not quite the same. But in some areas they offer what EMC cannot. In good times, all of this may not matter much. But in a down turn, any loss of business translates to a bigger percentage of revenue. Take what I said as a friendly comment based on personal experience and weigh it accordingly. I wish you all the luck. Sun Tzu

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