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

To: Allegoria who wrote (9643)	3/24/2000 10:30:00 AM
From: buck	Read Replies (1) \| Respond to of 17183

being attacked from above (IBM's shark) FWIW, I don't think of this as an attack from above, but from below, as well. Shark has some serious shortcomings that have been delayed for at least six more months -- Fibre Channel connectivity and SRDFish functions. All the info I have seen points to Shark competing on price only. It doesn't take that much management focus to lower prices, especially if you do it on an ad-hoc basis when competing against IBM. EMC can certainly do that, probably as aggressively as IBM, if not more. EMC has already beaten IBM once, and I suspect that they can do it again. Particularly since the game is being played in their ballpark now. buck