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To: John Koligman who wrote (98842)2/13/1999 4:07:00 PM
From: BGR  Respond to of 176387
 
John,

No, I do not think so at all. My only contention is that the storage business, while largely cut throat and low margin, has seen great successes like EMC. DELL specializes in succeeding IMHO. I would not therefore write off their storage business venture as a foray into the low margin swamp of SEG and WDC (as claimed by Jock).

-BGR.