IBM Message Board - Msg: 7754106

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Technology Stocks : IBM

IBM 305.75

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Nov 14 9:30 AM EST

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To: Don Hurst who wrote (4676)	2/10/1999 10:53:00 AM
From: Arrow Hd.	Read Replies (1) of 8218

Shark is the next generation mainframe and intermediate DASD sub-system that is in development now. Dont know who the IBM exec is who made this comment. Frankly, it is premature and not particularly smart to tip your hand. Current mainframe DASD is OEM'd from STK and relabeled by IBM. That deal sucks since the price points were skewed incorrectly. To beat EMC you need performance, capacity, function and price. The terms and conditions and business practices used by IBM are far superior to EMC. End-users hate EMC. I have heard consultants describe this customer sat issue as "EMC customers experience overwhelming unhappiness". EMC is more arrogant than IBM's mainframe business in the 80s if that is at all possible. So the pie is there for the taking. It requires a better box at a competitive price and end-users will throw out EMC. Shark has the potential to be that box but we will just have to wait and see. I would be interested to know where the article came from that had the executive quotes in it assuming it was for public consumption.

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