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


To: bob gauthier who wrote (7741)9/29/1999 10:31:00 AM
From: JDN  Read Replies (2) | Respond to of 17183
 
Dear Bob: Somehow I dont think anything connected in "15 minutes" is competition to EMC. I suspect the LOW END of the storage market will be commoditized but only a select few can be trusted to handle the HIGH END. EMC is one of those. Perhaps SUNW is also and INTC certainly has the money to buy into that market but it will take years IMHO. As to Quest, they will be back the first time the HP system fails and noones around to service it. Remember the old Bardol commercials? Pay me now or pay me LATER. JDN



To: bob gauthier who wrote (7741)10/1/1999 4:48:00 PM
From: t36  Read Replies (1) | Respond to of 17183
 
up nicely in a down market...!!!!!!!!!!!