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

To: Tony Viola who wrote (7897)	10/21/1999 8:17:00 PM
From: Baggins	Read Replies (1) \| Respond to of 17183

OT Hey Tony, hasn't this SV weather been something? No wonder it's so hard to recruit people out of here. (For the rest of you, the weather in the SF Bay Area has been unusually warm, hitting highs above 80 deg F most days). On topic I'm hanging on by my toenails in this stock. It was my only loser today, and it's well below my mental stop of 68. Hopefully this puppy will turn around soon.

To: Tony Viola who wrote (7897)	10/22/1999 7:33:00 AM
From: Nathan L.	Read Replies (1) \| Respond to of 17183

Clariion storage should be an easy fold into EMC, while the Aviion server division seems to be the worry of Wall Street. This thinking is misplaced and it should be the server vendors who get hit having Aviion in the hands of EMC management. Just as EMC stock has been hit in the past with the multiple announcements of server vendors trying to enter EMC's core enterprise storage market. With the onset of the SAN, it is no surprise that server vendors are scrambling to enter EMC's business. But now EMC may have trumped them all with Aviion. It looks to be much easier for the enterprise storage leader to enter the already fiercely competitive server market than it would be for any single server company to enter EMC's market. Especially with software playing such a huge role. This is of course if EMC chooses this route. At the very least, in two years when Aviion can be put up for sale, it could fetch a very lofty price just to get it out of EMC's hands. By then EMC should own the SAN.