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

To: TigerPaw who wrote (10037)	4/27/2000 10:20:00 AM
From: JDN	Read Replies (1) \| Respond to of 17183

Dear T.P.: Yes, as to the IRON, but NO as to the systems. Requires time, money, and expertise to develop these systems its the BRAINS software that makes them work together. Even today, I am sure Mike R. would say its EMC's software that makes them stand apart from their competitors. Not to mention the extreme effort and training necessary to have an exceptional reputation for service. Dell has none of the above, only POTENTIALLY the iron. JDN

To: TigerPaw who wrote (10037)	4/27/2000 10:55:00 AM
From: Bill Fischofer	Respond to of 17183

Re: Commodities PCs are already commodities. Servers are not (yet). However 'commoditization' is not a simple process of pricing. It has more to do with the role that servers play today vs. the role they will play tomorrow. Servers are central today precisely because they are not interchangeable parts. The "server peripherals" that I have been referring to may not even have an OS as we currently understand the term. Obviously a lot is required for this sort of transformation to take hold, which is why it is a transformation that I expect will play out over many years. Central to this transformation is a new generation of applications which are internet-centric. Technologies such as XML and (ironically for SUNW) Java are the keys to this transformation because they liberate applications from the legacy attachment to specific hardware/OS platforms. It is only after legacy applications are superseded that the real commoditization of the server space can proceed. We are just starting to see the outlines of this transformation today but I do not expect it to really exert profound influence on the IT landscape for another two years. Once the real transformation begins, however, formerly secure processor franchises will be very vulnerable to sudden collapse.