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Technology Stocks : IBM
IBM 308.58+1.8%Nov 28 9:30 AM EST
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To: John Koligman who wrote (7669)5/17/2002 12:02:20 PM
From: Arrow Hd.  Read Replies (2) of 8218
 
I think Tucson was tape but the story-line would be the same simply by substituting Storage Tech for EMC. The DASD business has been heavily concentrated in San Jose.
The storage area is such a key component of the Specified Operating Environment that I am not sure that this IBM/Hitachi deal is good strategically but we'll see I guess. I still think that EMC is the ultimate winner just as Dell fed off the HP/CPQ circus.
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