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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (8762)10/24/1999 8:44:00 PM
From: Len  Read Replies (1) | Respond to of 54805
 
Interesting post Mike. I just finished re-reading the FM and have been rolling around the thought that members of this thread may be mistaken regarding EMC. Their software may well make them proprietary and the resulting switching costs will be very high. At this point EMC may or may not have control of the standards but if you consider them primarily a software company then maybe that criteria is not so important. In any case they are in a tornado with gorilla like market share. Well see how the rest shakes out.

Len



To: Mike Buckley who wrote (8762)10/25/1999 8:11:00 AM
From: DownSouth  Respond to of 54805
 
Mike, regarding EMC. EMC does have proprietary software, but that software uses standards-based protocols in interface with UNIX/NT/mainframe servers/hosts. Thus the switching costs remain relatively low. One can literally copy the files from an EMC platform to a competing box, say from NTAP, for example.


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