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

To: bob gauthier who wrote (10855)	8/7/2000 6:50:20 PM
From: Mephisto	Respond to of 17183

"But Neff said that companies consider data too important for companies to trust anyone but a specialist, comparing buying storage systems to getting heart surgery. If you need to get heart surgery done, do you want to get your surgery done in the hospital by a surgeon who has done 4,000 heart transplants, or do you want to go to the guy who says he'll do it for you for half the price?'' he asked." Earlier in the year, I heard one analyst note that the others will never be able to catch EMC because EMC has a huge research budget, and EMC has remained "the leader of the pack." Analysts said they expect that the storage specialists will eventually be forced to lower prices to compete with computer makers such as International Business Machines Corp. (NYSE:IBM - news) , Compaq Computer Corp. (NYSE:CPQ - news) and Sun Microsystems Inc. (NasdaqNM:SUNW - news). Honestly, does anyone seriously believe that Mike Ruettgers doesn't know how to compete in the market place? (VBG) Cheers, Mephisto