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

To: Sam who wrote (10538)	6/22/2000 2:51:00 PM
From: JDN	Read Replies (1) \| Respond to of 17183

Dear Sam: Who is he referring to, do you have any guesses? My guess would be DELL. JDN

To: Sam who wrote (10538)	6/22/2000 2:53:00 PM
From: BI*RI	Respond to of 17183

Sun

To: Sam who wrote (10538)	6/22/2000 4:03:00 PM
From: Gus	Respond to of 17183

As usually is the case with provocative stuff like this, Sam, it's probably meant more to make people think than anything else. For example, the typical petabyte clearly dovetails with the way EMC has been selling its storage systems as part of the storage-centric IT architecture. There's no way to address the kind of size with a piecemeal approach even though outsourced storage is clearly going to be a more viable option in the next few years. The comment about tape is nothing new, actually. Unless he's speaking on the basis of Siros' progress in holographic storage -- EMC is an investor -- his views on the complexity of tape-based backup systems have been consistent over the years. I do think that tape will be around for a long time. There's an archiving company in London, for example, that is in the process of digitizing material that will probably require 25,000 Terabytes, or 25 Petabytes. That kind of job will probably be too expensive for disk drives for some time. Lastly, here's an interesting article about HP that provides a snapshot of the server-centric IT model. HP's storage equipment is as good as, if not better than, the competition's, and the company is price-competitive until EMC Corp. wants the deal, said Roger Jones, vice president of sales at Tensor Information Systems Inc., a storage integrator in Fort Worth, Texas. He added: "EMC wants the deal if EMC knows about the deal....." ....Integrators, however, said HP has room to improve when it comes to compatibility. Most integrators currently working with HP SAN equipment also integrate HP servers, where compatibility is not an issue. Avnet sells about half its HP arrays into HP environments and half into mixed environments, Mercier said. Most of the non-HP environments are in the NT consolidation market, not the Unix market, he added......... .....Storage specialists who are not tied to any specific platform can find HP difficult to work with because of the vendor's push to tie into HP servers, said Scott Robinson, chief technology officer at Datalink Corp., Minneapolis. Robinson said HP wants integrators to add value in specializations such as Oracle applications. But he added that HP does not recognize the value of integrators that specialize in storage. "They don't see our value, especially since we sell others' products as well," he said. "Their view is, as long as you can sell an HP system, you can sell storage." techweb.com