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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 (9196)	2/9/2000 9:06:00 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 17183

Nada, zip, zilch. SUNW is in the same position as HWP with regards to EMC, only more so because of their anti-Wintel stance. The only way they could compete is by losing their processor-centric bias. That isn't going to happen. I've seen absolutely nothing to suggest that SUNW's world-view doesn't revolve around Big Iron running Solaris. No doubt they'll sell some SUNW storage to SUNW processor accounts but these sort of rear-guard actions, for all their bluster, are merely further evidence of how lethal the EMC threat is so their core business. The principle is really very simple: The money follows the data. The corollary is: Whoever owns the data owns the account. The latter is the real key to understanding the full scope of the sea change that's happening in the IT world. Traditionally, a datacenter would view itself as an "IBM shop", a "DEC shop", a "Sun shop", etc. and didn't pay much attention to the brand of disks that were attached to their processor. In the not-too-distant future companies will view themselves as an "EMC shop" and not pay too much attention to the brand of processors that attach to their storage network. This is the sort of role-reversal that makes EMC such a potent competitive threat to traditional box vendors. The Storage Network is becoming the new center of the enterprise and processors are moving to the periphery. That's all one really has to know to appreciate EMC's unique competitive position. There was a lot of talk today about CSCO becoming the first company to achieve a Trillion-dollar market cap. My personal view is that it's a three-way race between MSFT, CSCO, and EMC to achieve that distinction. That's how big the opportunity is here for EMC.