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

To: Jean M. Gauthier who wrote (10088)	5/1/2000 11:37:00 AM
From: Tony Viola	Respond to of 17183

Jean, >You need BIG servers to process stuff around, and BTW, SUNW's fastest growing division is STORAGE... Well, whoever is right (maybe all, as far as their respective faves...EMC, SUNW, whomever, doing well and their stocks moving up) we've got an excellent debate going here and this thread is alive! Tony

To: Jean M. Gauthier who wrote (10088)	5/1/2000 1:34:00 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 17183

We'll see The two key questions investors should ask themselves are: 1. Is the shift to storage-centric computing real or is it just a clever marketing ploy? 2. If the shift is real then how does this impact the leadership landscape in technology? My claim is that those who believe the answer to question #1 is that this is just some sort of marketing gimmick are in denial. This shift is very real and the only real question is at what point do companies (and their shareholders) acknowledge its reality. And if this is a real shift then the inescapable conclusion is that companies whose value-proposition depends on high-margin central processor sales will need to make radical adjustments in the coming years. No question that "servers" will get more powerful in the years ahead. However they will no longer be the central focus of IT--the sort of thing that customers plan their IT strategies around. Instead they'll move towards commoditization at the periphery of IT landscape as storage continues its domination of the center.