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

To: Apollo who wrote (11260)	9/26/2000 2:01:38 PM
From: Bill Fischofer	Respond to of 17183

Re: The Innovator's Dilemma Since its publication in 1997 few business books have had as much impact or been as widely misunderstood as Clayton Christiansen's "The Innovator's Dilemma". Like Geoffrey Moore's "The Gorilla Game" before it, the fallout of this success has been the contribution of a new set of buzzwords to the media's vocabulary which are chronically overplayed and misapplied to every circumstance. The real "disruption" that is going on in the IT world is the disaggregation of the computer, but that's a story that gets hardly any play in the media. The traditional "server attached storage" market is imploding and is headed to zero over the next few years. Just as CSCO and COMS pioneered the separation of the network from the computer a decade ago, so too are EMC and NTAP leading the separation of storage from the computer. As I've mentioned before, this is why traditional processor vendors like SUNW, HWP, and IBM are scrambling to enter the storage market before it becomes too apparent to Wall Street that storageless processors really are a commodity business. The real business value of computers has always been in the customer data they store and process. Take away that data and processor cycles become a much less profitable business. It is only when processors are tightly bound to applications and data that it is possible to extract monopoly rents from different processor architectures, and it it this business model which has endured for decades which is genuinely being disrupted before our eyes.