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

To: Gus who wrote (13241)	9/25/2001 8:52:09 AM
From: Bob Frasca	Read Replies (1) \| Respond to of 17183

especially since Sun (StarCat) and IBM (Regatta) are in the process of rolling out new Unix servers I presume StarCat must have been a "code" name or were you speaking of another product? The Sun Fire 15000 -- Sun's new product in its competition with International Business Machines Corp. (NYSE:IBM - news) and Hewlett-Packard Co. (NYSE:HWP - news) for control of the suddenly slow market for network machines -- costs up to $10 million fully loaded and ends a key transition to Sun's latest microchip, the UltraSPARC III.

To: Gus who wrote (13241)	9/25/2001 8:54:56 AM
From: Bill Fischofer	Read Replies (2) \| Respond to of 17183

You beat me to it. :) I've been waiting for this inevitable alliance for quite some time. Simply put, DELL+EMC = Goodbye SUNW, HWP/CPQ, IBM. This is the key alliance which will put the storage-centric paradigm "over the top" and permanently displace the old processor-centric one. EMC will supply the mission-critical storage core and DELL will supply the "disposable" server peripherals. This will have as profound an impact on the IT landscape as the introduction of RAID technology a decade ago.