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

To: Gus who wrote (9116)	2/2/2000 6:21:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 17183

One problem with IBM, as pointed out by Sun after Sun's last quarter report, is that they are too scattered, or not concentrated in their server business. They have four platforms X about four OSes, although all OSes don't work on all servers. It seems like customers are preferring Sun for servers and EMC for storage right now. Then there's Dell or Compaq in PCs. IBM doesn't have any one thing in which they're really IT, except the mainframe, and who knows what its future is (I'd say not good). Tony