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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 (10012)	4/26/2000 1:42:00 PM
From: Bill Fischofer	Respond to of 17183

It all boils down to people and productivity How much data can one person manage? That is the central question and the key metric driving this entire transformation. It is difficult to overstate how overwhelming the flood of data has become and how nothing short of a complete reversal of the traditional processor/storage role can enable IT managers to keep pace. In short, this is happening because it is the only way corporations can avoid drowning in their own data. And nothing any processor vendor says can stop it because the forces driving this are unstoppable. The volume of data will only accelerate as broadband communications proliferate. Anyone clinging to the old central processor model will literally be swept away by this raging torrent of data in the years ahead. I had missed the IDC numbers in the EMC release you quoted and they only show that the earlier Forrester numbers I've been using were conservative. Forrester was projecting a 75/25 split by 2003 but it seems that IDC now says that we'll reach 80/20 by then and that in 1999 we already crossed the 50/50 point. That is very bullish news for EMC. It means we're past the point of no return and that the transformation will accelerate dramatically from here. Little wonder that Reuttgers is so upbeat. He fully understands how completely irrelevant the central processor will shortly become.