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Technology Stocks : George Gilder - Forbes ASAP
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To: Scott C. Lemon who wrote (1251)4/16/1999 7:12:00 AM
From: Frank A. Coluccio  Read Replies (1) of 5853
 
Scott, good point re not knowing where the FC money is yet if you're talking pure plays. Some of the larger storage cos are growing and selling their own branded total solutions now, some by repackaging FC components, at the disrete function level, which are made by others. Nothing really new there, but it shuts out the pures from a lot of potential business. EMC comes to mind in this regard. Frank
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