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To: quasi-geezer who wrote (545)	8/15/2001 7:12:02 PM
From: iowamann, Spam Queen	Read Replies (1) \| Respond to of 2290

Sun and Hitachi are TRYING to take away some market share from EMC. It won't happen. Sun is going to be hurting in the not too distant future.

To: quasi-geezer who wrote (545)	8/15/2001 7:48:30 PM
From: stockmarket14	Respond to of 2290

Fallen_cowboy: Your short memory about the threat of Sun/Hitachi to EMC. Did you remember HP/Hitachi combo to try to take market share from EMC in 1999 or 2000? Do you know the outcome of HP/Hitachi combo? EMC was not affected at all. In fact, HP lost more market shares to EMC after HP/Hitachi combo. Current EMC problem is macroeconomic. Everybody hates storage now and EMC is not immuned. Its CEO boasting of rosy demand and unrealistic idea that storage is immune from IT spending cut in late 2000 make EMC worse.