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

To: Bill Fischofer who wrote (10600)	7/8/2000 1:03:15 PM
From: JDN	Respond to of 17183

Dear Bill: INTC, HWP, IBM, and EMC I own INTC and EMC so I can say this without rancor. He only mildly warned INTC after they lied about the porting issue and IBM well, most people would say they earn everything they get and EMC was the first to throw a jab, he only reacted. Dont remember what happened with HWP. Point is Scot is very confident, very smart and has that ability to think on his feet which I have always admired plus he puts things in a way I can understand. I like him. Jack Welch does too so he musnt be that bad!! I like Mike R. too, thats why I always dream of them connecting up somehow. JDN

To: Bill Fischofer who wrote (10600)	7/8/2000 2:20:08 PM
From: Tony Viola	Read Replies (1) \| Respond to of 17183

Bill, Dell certainly has a reputation for good manufacturing and quality, distribution too. What bothers me about them is their lack of R&D. Whhere do they get motherboards for their servers? Is it from Intel? If so, what if Intel starts de-emphasizing motherboards and chipsets to concentrate maximally on CPU chips, where they've fallen behind in capacity and even got caught or surpassed in performance at the desktop. The other major server vendors have their own motherboard capability, even chipsets in some cases. I know Intel "takes good care of Dell", but still, they could be left hanging out to dry for their lack of R&D. Tony

To: Bill Fischofer who wrote (10600)	7/10/2000 11:36:56 AM
From: jhg_in_kc	Read Replies (1) \| Respond to of 17183

white paper cited below is worth reading. EMC.com E-News Week of July 10, 2000 FEATURE STORY: Live Wires: Optical networking and storage intersect with "Big Bang" of information Astronomers say the universe began with an explosion of light. Today, advanced networking and storage technologies are coming together to create a new kind of Big Bang. The outcome will be an explosion of information moving on light waves, overcoming existing bottlenecks. Read More: replynow.net Related Reading: Storage Systems on the Optical Internet - a joint EMC/Nortel white paper: replynow.net