EMC How high can it go? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gus who wrote (14308)	6/11/2002 11:39:42 AM
From: Arrow Hd.	Read Replies (1) of 17183

Gus, thanks for the two posts. As I posted on the IBM thread I am not too happy with the sale of the disk business. I think it should be a core technology and be capable of being run profitably. I do believe IBM will continue with certain kinds of development as stated in the article and may leap-frog the current product sets as new technology allows. In any case, this IBM announcement and the status of EMC's business is the direct result of fighting for market share through price attrition. Pricing strategies should only be a piece of the over-all strategy. You need technology, features, performance, architecture, etc. along with service to win and when you don't and rely mainly on a pricing offensive the end result is a disaster for everyone. Over the next couple of years, the real beneficiary of this IBM/Hitachi deal will be EMC. Customers like to have enough options to play one side off on another and now they no longer have IBM as an option. EMC lost a lot of customers through arrogance, contractual issues and general business practices problems but they are correcting those deficiencies now. When IT spending loosens up EMC is going to benefit in volumes and in a better pricing environment.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next