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

To: John Carragher who wrote (3939)	1/23/1999 9:22:00 AM
From: John Carragher	Read Replies (1) \| Respond to of 17183

barron's roundtable discussion Samberg quote because of this rich-get-richer process, in the tech area that I like to look at, you just don't see a lot that's interesting. I used to come to these things and talk about EMC Corp. as a turnaround. I talked about EMC last year -- and that is one area that is still interesting, it's called the SANS [storage area network systems] market -- so EMC will continue. But now it's the dominant company, with a humongous market cap.

To: John Carragher who wrote (3939)	1/23/1999 10:36:00 AM
From: dennis michael patterson	Read Replies (1) \| Respond to of 17183

What is this claim based on? I have never read anything like this. Take a look at the current issue of WORTH magazine for some managers picking EMC.

To: John Carragher who wrote (3939)	1/23/1999 3:33:00 PM
From: Len	Respond to of 17183

John, Just remember, IBM was going to bury EMC-- didn't exactly happen. This market is expanding rapidly and EMC is expecting only about a 35% share. And, they still expect to be a $10 billion company by 2002. I am thinking about buying some NTAP not because I am concerned about them hurting EMC but because there is room in this segment for a few very good suppliers. The fact remains, though, that EMC is setting the standard both in terms of products and service. Regards, len

To: John Carragher who wrote (3939)	1/24/1999 9:10:00 AM
From: pragat	Read Replies (2) \| Respond to of 17183

Could someone explain how JAVA can potentially become an engine for driving the future storage market ? specifically, heterogeneous and open storage by applying leading methodologies such as SAN. Storage as it relates to high availability, flexibility, and scalability is strategic to large and small enterprises. E-commerce, Y2k (and all future conversions), time to market, customer relationship, and competitive advantage are some of the business imperatives. May be this is a win win scenario for both SUN and EMC.