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To: Sarmad Y. Hermiz who wrote (129682)8/5/2001 6:29:12 PM
From: GST  Read Replies (2) | Respond to of 164685
 
Sarmad: You know more about disk drives than I do as an investor anyway -- but for EMC, I thought their space was getting more crowded rather than less -- with all the big computer companies looking for a piece of the action, and with new companies and new technologies like what NTAP is offering etc. -- is this not the case?? I thought the heyday of EMC is now past and their future is quite uncertain -- am I wrong?



To: Sarmad Y. Hermiz who wrote (129682)8/5/2001 7:05:57 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 164685
 
sarmad, picking up one's marbles and leaving an entire business segment is not a decision made lightly. typically (read always with a blue moon exception) ALL market participants suffer from scorched earth policies BEFORE the weeding out occurs.

ps - i read somewhere that pc UNIT shipments look to decline for the first time ever this year... a risk i pointed out many months ago.


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