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

To: Bill Fischofer who wrote (11259)	9/26/2000 1:29:26 PM
From: Apollo	Read Replies (1) \| Respond to of 17183

Thanx for the reponse Bill: I agree with the notion that Storage is exploding, and there is room for many. I am long EMC & NTAP. I do think the time will come when EMC & NTAP will be competing more directly in NAS, but I agree this could be a long ways off. And that shareholders for each will do well. My interest in asking about The Innovator's Dilemma, as it applies to EMC, relates more to my desire to see how these market dynamics evolve, and mostly to see if we can predict them in advance based on published evaluations and hypotheses. Apollo