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

To: jhg_in_kc who wrote (4045)1/27/1999 10:23:00 AM
From: Thomas Haegin  Respond to of 17183
 
On: << Anyone, who is EMC's closest competitor? >>

jhg, to the best of my knowledge, it's IBM, especially because IBM is strong in "enterprise storage", due to their roots/legacy in mainframes.

As to "web-based" or "net-based" storage, a new competitor is NTAP encroaching on the "low-end". There was a recent article by Jim Jubak on MS Investor about this "battle". Anyway, NTAP shares have performed very well lately, the market seems to like their outlook and positioning.

Anyway, the 10-K report from EMC should disclose their main competitors.

regards,
Thomas



To: jhg_in_kc who wrote (4045)1/28/1999 1:27:00 PM
From: jhg_in_kc  Read Replies (1) | Respond to of 17183
 
EMC's main compeition is IBM, to a lesser extent, Hitachi. Does not regard SUNW as a threat at all. Until a new technology comes along, EMC dominates intelligent enterprise storage. but that new threat might be storage on the internet networks? ANy thoughts or info anyone? storage on the net.
jhg


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