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

To: JDN who wrote (12880)	7/12/2001 4:18:47 PM
From: Bill Fischofer	Read Replies (2) \| Respond to of 17183

Because SUNW represents the past and has nothing to offer EMC. The processor-centric model of computing, of which SUNW was the last great beneficiary, is now in permanent decline and will never come back. Those waiting for big servers to regain the center might as well be pinning their hopes on a resurgence of punch cards. The processor-centric model was an important era in the history of computing but that era is now over. The only question that remains is how long will it take for those companies still wedded to it to change or die. I can't be more blunt than that. I don't advise folks what to do with their stocks since there is no shortage of those who eagerly fill that role here on SI and elsewhere, but as an EMC shareholder I would be very surprised and disappointed were EMC to make any attempt to lash itself to a processor vendor. Note how when EMC acquired DGN it did so for CLARiiON and quietly buried DGN's processor operations. There has been a consistency to EMC's strategy since the early 90s because they saw then that storage, not processing, was the future value-center of the IT world. I see nothing which would convince them to change that view now that their vision is becoming reality.