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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: John Carragher who wrote (13292)10/10/2001 1:22:13 AM
From: Gus  Read Replies (2) of 17183
 
Dell-EMC may turn out to be like Dell-Unisys (high-end reseller agreement) or like EMC-NEC (entry-level OEM agreement).

One of the biggest issues for Dell is that the increased penetration of SAN/NAS and the introduction of Infiniband will increase the popularity of disk-less server blades. That means lower ASPs for Dell to go with lower margins just about the time that they finish unwinding those puts.
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