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

To: Bill Fischofer who wrote (9197)	2/10/2000 7:45:00 AM
From: Bob Frasca	Read Replies (1) \| Respond to of 17183

Bill, You said: 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. While that mindset used to exist in many large companies in the eighties and early nineties, today, in this age of partnering, the mindset is more toward operating systems and development tools, i.e. a Microsoft shop, a Unix shop, even a Linux shop to a lesser degree. NT (soon to be Windows 2000), in particular, is starting to garner a larger share of the "big" server market. The hardware is of lesser importance. That being said, I agree with your statement that EMC's opportunity will be huge but not for the same reasons. EMC's product offerings are unique because they are platform independent and interoperable. To that end, (interoperability) they are the BIG dog in the FibreAlliance and Storage Area Networking (SAN) which is, arguably, the future. I don't think organizations will view themselves as "an EMC shop". I think that EMC will be so pervasive in the market that it will be noteworthy if an organization is NOT using EMC equipment just as those companies using non-Intel PC's (apologies to the Mac users) are a rarity, percentage wise.