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


To: Mike Buckley who wrote (537)2/27/1999 7:22:00 PM
From: Tony Viola  Respond to of 54805
 
Mike, your ideas about EMC, the storage market and what companies like Sun, HP and Dell might do in that market are right on. EMC has definitely put in the years of R&D in hardware and software, manufacturing and marketing to develop a very powerful IP, intellectual property, position. It will be extremely difficult to catch them.

Tony