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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: Allen Benn who wrote (9598)	5/8/2001 3:41:13 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 10309

The former. EMC realized many years ago that the real challenge and opportunity is in storage management. In the enterprise space storage demand is growing at a mind-boggling pace. The net result is that either storage management productivity grows apace or else you're faced with doubling and redoubling the size of your IT staff every year. Even if you could find the people the staffing expense would be prohibitive. That's why EMC has invested and continues to invest a huge portion of their R&D budget in storage management software. I've preached this message for many years on the EMC thread but in the storage business there is only one metric which matters: How many Gb can be managed per IT staff person. By this metric EMC remains streets ahead of anyone else, which is why those who only focus on the boxes and their pricetags miss the bigger picture.