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: Steve Yuan who wrote (3789)	1/14/1999 12:14:00 PM
From: JRH	Read Replies (1) of 17183

But here is my concern. Since EMC, unlike IBM, uses PC disk drive to store information, the recover of HD sector may not bode well for EMC. That is a reasonable question. However, the real weakness in the Hard Disk Drive (HDD) industry has been pricing on the desktop drives. If you look at IBM's SSD (storage systems division), you will see that they are still making significant dollars selling high-reliability, fault-tolerant server-class drives to customers like EMC. In fact, I think that IBM OEM's many of the DASD (mainframe storage) drives from EMC, which is great for shareholders. So IBM in fact is making money off of its competitors (similar to what it does with its HDD head technology).... Justin

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next