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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: J Fieb who wrote (3993)	9/9/2001 6:30:06 PM
From: James Calladine	Read Replies (1) \| Respond to of 4808

COMBINED HWP/CPQ RIVALLING EMC? I know very little about the product lines of the respective companies, but even if HWP & CPQ both had wonderful product offerings, NORMALLY when two such companies combine, the issues of: -- what do we keep? -- what do we drop? -- which people stay? -- which people leave? consume a GREAT deal of energy, and very often what surfaces after the process is considerably LESS than the sum of the parts,going in. I am not saying that this is what is going to happen, but it takes extraordinary technical and marketing wisdom and people skills to have such a transitional process work out on the plus side. Just as on the PC side the market seems to be taking the view that this represents an opportunity for DELL, I would be inclined to assume something similar on the storage side relative to EMC. Namaste! Jim