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

To: Tony Viola who wrote (8809)	1/19/2000 8:55:00 PM
From: Cesare J Marini	Respond to of 17183

Tony, Like IBM is actually going to come out and say: "Shipments of IBM's new "Shark" disk storage product were strong in the quarter, although overall storage revenues declined largely as a result of EMC kicking our tooshie." :-)

To: Tony Viola who wrote (8809)	1/19/2000 11:55:00 PM
From: TigerPaw	Respond to of 17183

ongoing price pressures in hard disk drives. Unlike EMC, IBM does make disk drives, not just storage solutions. Many of these drives are sold to companies like Dell and I would not be surprised if they were sold to EMC. When drives get cheaper EMC's margins are improved. IBM may also see better margin on the Shark, but takes a bigger hit on the drives. TP