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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (514)	2/26/1999 12:51:00 PM
From: Teflon	Respond to of 54805

Tony Viola, Excellent point regarding EMC and Dell. EMC is primarily a Software King in this market. They are not a hardware manufacturer, assembler and reseller like Dell. Teflon

To: Tony Viola who wrote (514)	2/26/1999 11:03:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Dell is no threat to EMC unless they change their MO big time, and go into the development busines... I think there are a lot of people who tend to think that anyone who enters the storage biz is a potential threat to EMC. I disagree with that notion. EMC is in the LARGE, FAST storage biz. There's a huge market out there of not so large, not so fast storage involving vendors who do not directly compete with EMC. I think Dell, Compaq, HP and Sun can all do very well in the storage market and not necessarily cause serious harm to EMC. I do think HP and Sun could probably offer real competition to EMC, but not such severe competition that it will unseat EMC as the leader. Just my thoughts.