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

To: Abner Hosmer who wrote (11017)	8/31/2000 2:15:55 AM
From: Gus	Read Replies (3) \| Respond to of 17183

Are you suggesting a partial spinoff, no spinoff, or some other scenario? And if not spun-off according to the current ratio of Mcdata holdings to EMC, then how? No, I should have been more precise. I wanted to show how different factors can come into play over the next 6-12 months that could alter EMC's decision to spinoff McDATA. It might go ahead as planned or other opportunities can present itself. Fundamentally, McDATA is already outselling the competition with its FC-based director switches because EMC is outselling the competition in large scale SANs by more than a 2 to 1 margin. In other words, if the competition want to go after EMC, they either try to sell SANs with field-proven and sound director-based backbones or they can sell SANs with untested and unstable switch-based backbones. The latter suggests a conventional price umbrella strategy. Unfortunately for them, the EMC-NEC press release today shows that EMC is determined to match their prices and that effectively turns this contest into one of quality and features. The EMC CLARiiON FC5300 fibre channel RAID storage system is a flexible, high-performance mid-range storage system that is optimized to provide customers with significant cost/performance benefits. Optional redundant components and dual active storage processors provide high levels of availability and data protection, making this storage system one of the most advanced in its class. Optional software tools include the Navisphere storage management suite, which configures, monitors, and tunes the disk arrays, and ATF data path failover software, which reroutes traffic automatically in case of failure........ EMC's CLARiiON FC5300 fibre channel RAID storage system is available NOW in North America as an option on all Express5800 servers. Entry configurations begin at approximately $12,000; fully configured systems begin at approximately $21,000. Message 14298361 This is their entry-level and modular 5 to 30 FC drive box (up to 1.1 TB) that uses FC-AL (loop) and can smoothly scale all the way up to their high-end Clariion product (FC4500) -- up to 3.6 TB -- which was introduced only last quarter. As you know, Connectrix allows Clariion to integrate smoothly with Symmetrix under the ESN architecture. The timing is quite interesting, actually, considering this piece of news from Compaq and IBM: The IBM Modular Storage Server, a low-cost storage device will be available on Sept. 29, starting at $10,500 with a typical 200 gigabyte version selling for $70,000. It was the first product to come out of an alliance announced on July 6. IBM and Compaq had said they will develop interoperable storage products, hoping to gain market share within the high-margin storage market currently dominated by EMC Corp. siliconinvestor.com