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


To: Marvin Mansky who wrote (9427)3/5/2000 2:11:00 AM
From: X Y Zebra  Respond to of 17183
 
Competition from IBM is good. EMC will win despite a head on drop in margins due to competition. Competition always helps in the long run.

In the long run, true if they have the capacity to compete effectively.

However, in the short term, if the market perceives this competition as a "threat", it is possible to see some pressure to the down side.