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To: stockman_scott who wrote (164860)4/20/2001 9:18:21 AM
From: jad  Read Replies (1) | Respond to of 176387
 
Dell salemen going up against EMC are NOT smiling!!!!



To: stockman_scott who wrote (164860)4/20/2001 10:49:13 AM
From: kemble s. matter  Read Replies (1) | Respond to of 176387
 
Scott,
Hi!!

RE: <<"EMC...EXCESSIVE MARGIN CORPORATION" Fall 2001>>
That's a great one Kemble...=)

And, Jim Vanderslice just this month at The Pierre Hotel telling everyone regarding storage: "We will be collapsing the margins in this industry"...
Think where Jim came from; think of his experience over all those years; think how foolish he'd look if he couldn't back up that statement...Especially in this environment and market struggle...

Best, Kemble