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

To: JRI who wrote (8726)	1/13/2000 11:42:00 AM
From: Nathan L.	Read Replies (1) \| Respond to of 17183

EMC does these things now. They have a website dedicated to it at the address I'll post below. You don't hear much about it. Maybe because it can be conceived by some as competing with your largest customers. The market for hosting is huge though. Another to watch is Global Crossings web hosting business that they acquired though Frontier. It's very large and speculation is that they plan to spin it off into what is called "Global Center" sometime this year. Maybe EMC could do something similar. Here's the address: emcweb.com

To: JRI who wrote (8726)	1/13/2000 1:09:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 17183

JRI, server farms, well, Intel has a major new push into this. Personally, holding both EMC and Intel, I'd just soon EMC went somewhere else for totally new markets, for a couple of reasons. First, Intel has put one of their top Senior VPs, Gerhard Parker, in charge as GM of the new venture, it is off to a good start, and has many alliance partners and customers already listed on their web site. They already have a state of the art server farm facility in Santa Clara, a second one going in in the Far East somewhere, and plans for several more. Second, Intel has a reputation for crushing competition like an anaconda. I don't need to see either company in a scenario like that. Oh, another reason might be that EMC is still busy digesting the DG buyout. Don't need another Compaq on our hands (buying DEC and Tandem within one year, stock dead money for three). Good idea though. All of course IMHO. Hmmm, another thought, Ruettgers talks of data centers become storage centric, vs. the traditional CPU centric. Maybe your idea would be a good way for EMC to manifest, push this concept. Tony