Mike, Re: "On that note, a good friend suggests that the biggest threat to EMC becoming a
gorilla is that storage, even their high-end storage, could become commoditized."
Interesting, but I don't know. EMC is differentiating themselves now with software that enables customers to do things like protect, migrate and/or share data across mainframes, Windows NT and UNIX systems, etc., etc. CEO Ruettgers said a couple of weeks ago that EMC was the fastest growing "software" company, currently at about a half billion in software sales a year.
As long as EMC can continue to invest in R&D and keep themselves differentiated through software, maybe also hardware, I don't see any commoditization of top end storage. Competition from IBM, Sun, Compaq, yes. Good article about EMC in March 15 issue of Business Week.
Tony |
