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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: JDN who wrote (79455)	3/14/2000 10:16:00 AM
From: PCSS	Respond to of 97611

JDN, Storage because of the Internet is probably the BIGGEST growth area .... I have NO problem sharing the proceeds with EMC Michael BTW - Can you believe 16 million shares traded in first 40 min ?? .... and there still seems to be BIG UP-tick buys going through ... it would be nice for this to continue ! MIG

To: JDN who wrote (79455)	3/14/2000 10:19:00 AM
From: rudedog	Read Replies (1) \| Respond to of 97611

JDN - In terms of overall storage revenue, or even number of terabytes sold, CPQ and IBM both outsell EMC, and CPQ may actually be number one. But when you take away the "captive storage" (storage sold with servers) and look at storage sold for the new paradigm of vendor-independent storage, EMC is the runaway winner - they invented the category. Both CPQ and IBM have good products and are developing the related software and architecture to make a run at EMC. two years ago I thought they would eat up that market but EMC has shown a lot of hustle. Still, IBM and CPQ have deep technology reserves and that huge installed base. Storage will be a big opportunity for all three.