Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JDN who wrote (10692)	7/22/2000 4:23:06 PM
From: Gus	Read Replies (1) \| Respond to of 17183

Frankly, I think EMC and SUNW are two of the most outstanding companies on the market Sun is a great server company that continues to benefit from a superb product development cycle that started around 1995. It likes to think of itself as the thought leaders, the creators of the Dot Kapital of the dotcom revolution.<g> But the fact still remains that the storage business is growing faster than the server business. If you look back to 1996 and 1997 -- when Wintel exceeded Unix in terms of units sold -- Sun's rhetoric against EMC has consistently escalated even as they struggle to deploy a price-based storage strategy outside of their Solaris stronghold with their now trailing-edge storage networking products. I don't think less caffeine will change that pattern of behavior. Sun is what it is. The bottomline is that a mindshare and technology leader like EMC cannot afford to let its guard down against a saliva leader like Sun even though, as you say, both will thrive in a booming early-stage market.