EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: JRI who wrote (4618)	3/2/1999 11:24:00 AM
From: Tony Viola	Read Replies (3) of 17183

John, re Dell, I wonder whose storage boxes they are reselling. They do essentially no R&D (1.5% R&D spending in the last quarter expressed as a percentage of revenues). That's one fifth to one tenth what companies that do real R&D, like EMC, spend. You don't just grow these products in the basement. Dell is also going after small stuff, not that you can't make it up on volume with small stuff. Tony

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