Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: BI*RI who wrote (6789)	6/22/1999 2:29:00 PM
From: JRI	Respond to of 17183

To clarify, I don't think Ruettgers needs to "diss" IBM, just clarify that IBM's "new" SAN strategy is largely an extention of current market forces, current relationships, into a new, fast-growing part of the industry...this was to be expected, and EMC has been preparing for it (like the HP/Hitachi deal). No real shift in the market dynamic... Based on my limited experience with EMC, the stock usually steadies after Ruettgers gets on TV...He does a great job getting his points across..