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

To: Tony Viola who wrote (7245)	7/26/1999 6:12:00 PM
From: Nouveau_Riche	Read Replies (1) \| Respond to of 17183

Tony, if I'm not mistaken most of those features aren't available with the initial release, and, knowing IBM and their track record for meeting their storage product schedules, you'll be lucky to see them by the 1st half of next year -- IMHO. Don't forget, those features are difficult to imitate and are a large part of why EMC is believed to be 2 years ahead of the competition. Does anyone know what their schedule is for their Fibre channel attachment?

To: Tony Viola who wrote (7245)	7/26/1999 9:36:00 PM
From: Hal Barnett	Respond to of 17183

Tony, This may be similar to the router market in the early 90s. The demand for storage is growing so fast that sales are constrained by the limited supply of sales staff to knock on customers' doors. Hal

To: Tony Viola who wrote (7245)	7/27/1999 1:41:00 PM
From: Nathan L.	Read Replies (3) \| Respond to of 17183

I read the press release. Question is can I buy the product with all those features and how well does it perform in the real world? Besides, I don't think many IT managers will be switching storage vendors this close to y2k. Mostly just proven add-on's to current systems. I find it very hard to believe that IBM is anywhere near EMC in terms of software. Especially when you take into account that EMC has a very healthy R&D budget of its own. Do you or anyone else have any info on EMC's next generation products? Should only further EMC's lead.