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

To: Bill Fischofer who wrote (9767)	4/7/2000 10:12:00 PM
From: linda_marie	Read Replies (1) \| Respond to of 17183

Bill, Another quote about storage moving to the center: ".... a couple of recent studies looked at IT spending broken down between servers and storage, and a few years ago servers dominated. It was [a ratio of] about 75-to-25 servers and storage. Right now we're at the crossover point where the spending on servers and storage is roughly equal. And the estimate is that by 2003, storage will be 75 percent of IT dollars and servers will be 25. And the study even made the quote that by 2003, computers or servers will be secondary to storage. There the entire server-storage relationship flip-flops." I also like this quote: "The volume of information that people want to have immediately accessible online --, whether it be for traditional business purposes like data warehousing, or whether it be for the new economy purposes like Internet sites and so forth -- is enormous. So all that takes more and more storage, which means storage becomes essentially what it should have always been: the center point for IT strategy, shifting the thinking away from computers and applications and more toward the information itself." Even though the quote is from NTAP's CEO, the storage discussion very much applies to EMC. Here's the entire article: infoworld.com EMC, the leader in enterprise storage, is so well positioned to take advantage of these upcoming trends in technology. I can't see why anyone would not want to own EMC which will participate enormously in the explosive growth ahead. Regards, Linda