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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: jhg_in_kc who wrote (4097)1/29/1999 3:14:00 PM
From: DownSouth  Read Replies (1) of 17183
 
Until a new technology comes along, EMC dominates intelligent enterprise storage. but that new threat might be storage on the internet networks?

I just went long on EMC. I have been long on NTAP for a few years, so I will give my $.02 worth.

NTAP and EMC are becoming competitors, with NTAP's network attached storage. NTAP is growing up in scalability and has grown at the expense of SUNW and at the peril of AUSPEX.

This is a rapidly growing market, so NTAP and EMC will both be big winners.
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