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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: Tony Viola who wrote (5317)4/8/1999 8:37:00 AM
From: Jill  Read Replies (1) of 17183
 
DELL-EMC OT

Agree w/ Scott on DELL culture--think it's hard to replicate their model, it's synergy of structural and cultural components and it does appear hard to replicate--easy to partially but unsuccessfully imitate--as evidenced by CPQ or HP's current troubles. Seems what DELL is doing now is laterally diversifying so that they can continue to provide customer with a one-service package--model is the same, components are expanding, whether it's loading LINUX or adding storage

Doesn't mean EMC won't continue to grab a lion's share--there's so much to be had in storage

Jill
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