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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 (6105)5/1/1999 12:36:00 PM
From: SDR-SI  Read Replies (1) of 17183
 
Tony:

In a way I think that Dell and some of the others may be performing a service for EMC.

They are introducing new customers, many at a lower requirement level than best served by the EMC line, into the world of enterprise storage.

Many such entrants, once they make the initial investment in such systems, and once enterprise storage in itself becomes visible to the company's non-IT management, will soon begin to see increasing demand and usefulness for enterprise storage.

IMHO that the Dells, etc. are thus starting their customers out on the path of requirement growth where many will ultimately become good potentials for the more sophisticated, capable and flexible EMC systems, and to whom the EMC marketing machine can address its sales objectives without having to spend a lot of time getting the concept of enterprise storage to be accepted.

Just my opinion, no statistical backup.

Steve
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