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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: dennis michael patterson who wrote (3950)1/25/1999 1:05:00 PM
From: Lynn  Read Replies (2) of 17183
 
The news items of CPQ entering the storage market were posted over on the CPQ thread. I was going to post them here until I saw you already had, Dennis. Thanks.

My question is how people view CPQ's entering this market as a potential heavy-duty competitor for EMC. Given CPQ's tentacles, especially since its acquisitions of first Tandem and then, most importantly, Digital, CPQ could now offer a one-stop solution for their current customers who like the idea of hassle-free, "let one company take care of everything," approach.

I hold shares of both CPQ and also EMC. As a CPQ shareholder I was pleased to see the news items. As an EMC shareholder, I thought, "Nuts , darn it."

What do others think about the impact of CPQ on EMC business?

Lynn
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