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: Doug B. who wrote (7331)	8/5/1999 6:46:00 PM
From: Tony Viola	Respond to of 17183

>The last thing we need is for investors to think of EMC as an internet company.< >>What I meant is it beats being a "disk drive company." ;)<< Good point. How about EMC as an Internet infrastructure company. Anymore, when I see an analyst asked on a business show what he/she thinks of Internet companies as an investment, their comeback is that they recommend the infrastructure companies, going on to mention IBM, Sun, EMC, Intel, Microsoft... Another topic, yesterday, a relatively obscure company, TrueSAN, put out a press release about a new SAN product with eye-popping specs. A contributor on the Yahoo EMC thread, who seems to know what he is talking about re storage, was asked to comment and I copied his answer below. I tend to agree with his conjecture, and, of course, it remains to be seen what competition they might give EMC. One thing I might add is that the TrueSAN box seems to be just one type of storage system, with just fibre channel I/O, whereas EMC does ESCON, parallel, SCSI, etc. EMC's ability to connect to multiple, different platforms...390, NT, Unix, etc., is unmatched unless Shark does it. As a corollary, every once in a while a new chip company comes along that's going to blow Intel away, like Exponential or Rise, but they end up croaking instead (Rise not yet). I wouldn't hold this upstart as much of a threat. Salligator: rondrobbins by: salligator (51/M/Central Mass) 25479 of 25639 I don't really know anything about TrueSAN ,but iots claim about 200 megabytes per second on one fibre link seems extremely unlikely, but they may have multiple fibrechannel interfaces on one fibre link, although this is not too clever for real work. They are a very samll non-public company and off the radar so far. The important competitor at the high end is IBM even though details about the shark seem fishy. At the low end NTAP is a good competitor for the EMC Cellara.