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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 (9636)	3/23/2000 2:56:00 PM
From: Robert C. Barry	Respond to of 17183

jhg in kc re: NTAP posting on Christenssen/Ruettgers summit It is getting tougher and tougher to keep up with where the markets are going and what is disruptive and what is not. I agree with a few other posters that it is not in EMC's being to OEM another's products so I feel sure that whatever master strategy C/R developed over two days that it did not involve OEMing. Bypassing servers from EMC's behind the server position via block and file level commands over IP sounds great in theory but I don't know what is involved human resource and time wise in executing it nor how it dovetails with W2K. Is it a year or two years away? As to the comments on this board about EMC not being a one man show that is absolutely correct. Dick Egan, the E in EMC, is a very active and powerful Chairman not in a way that competes with R but rather blocks for him so R can score the touchdown. Remember that R brought in a new COO (Tucci) so that he could spend more time strategizing and planning which he is obviously now doing. Great things will come out of this we can be sure. RCB