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: John Carragher who wrote (6801)	6/23/1999 8:54:00 AM
From: JDN	Read Replies (1) \| Respond to of 17183

Dear John; Well, I see it like this. FIRST comes the product and service. Then comes the price. On the low end where perhaps anything "will do" there likely will be Commodity type pricing. On the high end MUST NOT FAIL pricing will be the last consideration. I think everyone agrees EMC dominates the high end. I suppose IBM and SUNW are perfectly capable of EVENTUALLY being an equal on the high end. But it will cost them a LOT OF MONEY. Why would they want to do that and THEN have a price war?? Last I knew they have stockholders too. Personally, I think EMC is currently in the "Cat Birds" seat. If they choose, they can compete pricewise on the low end and keep their margins on the high end thus making it even more difficult for the competitors to climb the ladder while not really giving up much in total margin and making it up in volume. Just my guess though. JDN