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

To: jhg_in_kc who wrote (9167)	2/7/2000 10:26:00 PM
From: Tony Viola	Respond to of 17183

The data is still stored in the refrigerators, as you say. If data needs to be transferred from a branch office of a bank in, say, San Francisco, to New York, it goes over the network, like Internet messages, this one for example, do. Data over IP, like voice over IP, SI messages over IP. The point is it's dirt cheap, like phone calls over the net. The older alternative was dedicated, leased, expensive T1, T3 or ATM lines. The concerns I'd have for the new thing are security and data integrity, although there are varying levels of both available, just spend the money. Tony

To: jhg_in_kc who wrote (9167)	2/7/2000 10:33:00 PM
From: Gus	Respond to of 17183

If it is still in the refrigerators, what's the big advance here? Wrong question. EMC is only giving its customer base (Global 2000) what they want at this early phase of internetizing their operations. Software virtualization and the internet protocol enable the customers to centralize management of storage and increase their options in physically locating their storage devices. The technological advances you are looking for will probably come in the Clariion line of NAS products slated to be introduced in the spring. My guess is that Clariion will increasingly combine elements of EMC's Connectrix SAN technology (44% Q2Q sequential growth), Data General's NUMA technology (shared memory architecture) and EMC Software (85% YOY sequential growth) to develop a series of file servers and network caching products that will closely match the internetized operations of the Global 2000 and the UNIX/NT middle market. Put another way, EMC is basically starting with a clean sheet approach to the UNIX/NT middle market using some nifty memory bandwidth technology (NUMA), Intel's Xeon line of high-end processors, and IP-based software. This should be interesting.