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: stock bull who wrote (5979)	4/24/1999 10:49:00 PM
From: Richard Ruscio	Read Replies (1) of 17183

SB, There is a practical limit to vertical integration, but Intel's nowhere close to it. Let's take IBM for example. Do you know of a piece of a data center that they don't make ? I do not know if the circumstances are still current, but in some of my previous work, IBM had a hard time coming up with a business model that allowed them to make money hosting web sites. I don't know of any companies that are successful at it that do not also have a BIG data transmission business as well (that's where the repeating revenues are). This Intel thing creeps me out ... Good trading. rr

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