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

To: TigerPaw who wrote (10723)	7/24/2000 10:57:44 AM
From: TraderEd	Respond to of 17183

Is any one on this thread going to the meeting EMC is having in Boston next week? Tid bits from EMC about last weeks earnings report. Read more: replynow.net 7/19/00 Reuters: EMC 2Q Wows Street Read more: replynow.net 7/20/00 LA Times: EMC Leaps, Bucking Tech Trend Read more: replynow.net ************* NEWS RELEASES: NEW! 7/24/00 Home Depot Builds Out Bricks and Clicks Businesses with EMC E-Infostructure Read more: replynow.net 7/19/00 EMC Reports 43% Growth in Storage Revenue, First $2 Billion Quarter Read more: replynow.net *********** QUOTEWORTHY: "It's hard not to come away and say, 'Wow!'" -- Laura Conigliaro, Goldman, Sachs & Co. analyst, quoted by Reuters shortly after EMC announced its Q2 earnings Read more: replynow.net *************

To: TigerPaw who wrote (10723)	7/24/2000 11:24:55 AM
From: Tony Viola	Read Replies (1) \| Respond to of 17183

TigerPaw, Dell is undoubtedly the best at many things, like inventory control, making web shopping easy, including point and click selection of the latest drivers that are required for all parts of their PCs and servers. But, enterprise storage is getting a lot more complicated to choose and use. Complicating it are things like SAN management, including security management among multiple paranoic users like banks or insurance companies on the same data complex; disaster recovery management; when to use NAS and when to use SAN; choosing connectivity among choices of SCSI, hubs, FCAL, FC fabric; specifying and using all the storage specific software available from companies like EMC. It's gotten a lot more complicated than hooking storage boxes to the back of a computer and letting the computer find it. I'm sure I'm preaching to the choir, but still, what experience does Dell have in the new storage universe? They have to be years behind EMC, IMO. Tony