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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: Michael L. Voorhees who wrote (31401)	4/28/2000 11:11:00 AM
From: Tony Viola	Read Replies (3) \| Respond to of 64865

Michael, >. I'd much rather be at the SUNW layer (above) than at the EMC layer (below). According to some on the EMC thread, and it looks like IDC now, those layers may be reversing, like water moving above oil. I don't personally buy that theory, neither the 80 - 20 part, nor the storage becoming centric part, at least for a long long time. Also, storage can become commoditized more easily than processors, IMO. Tony