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


To: Gus who wrote (10784)7/31/2000 1:29:31 PM
From: Bill Fischofer  Read Replies (2) | Respond to of 17183
 
Re: Strong words

Indeed they are. To me they say that EMC strongly believes that storage in the future will be a network service and those still viewing storage as a box business will miss the boat. This explains, for example, why EMC is working so closely with NT, CSCO, and LU these days. It also points out what exactly EMC's 2-3 year lead over its competition means. While its competitors are still working to get their boxes talking to other processors EMC is rapidly moving to the next level.

All good reasons why EMC remains a core holding.