Jeff,
Tony, you sure get around. I thought you were an AMAT/chip mfg kind of guy
only.
Boy, I had you guys faked out, huh? ;-)
AgILE, mobILE, hostILE and versatILE. Football coach said he wanted those attributes in his athletes once. Have to have those in this business too, right? Well, not sure about hostile.
Good move into EMC. Guess we'll have these few days of selloff. Like I did mention last week, Hitachi has gotten very aggressive price-wise in the storage market. Obviously they're also going after some big accounts, like HP. HDS (Hitachi Data Systems) makes IBM compatible mainframes and storage (open re platform, software). All Hitachi (~$38 billion sales/year) posted a big loss last year, ended 3/31/99 for them. They're coming out swinging on the new year.
My contact who's up with the Iceberg sourcing followon at IBM (was STK, could become EMC), was out yesterday. I'll look for him today.
Tony |
