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

To: walt zweifel who wrote (4629)	3/3/1999 3:19:00 PM
From: Chadick	Read Replies (2) \| Respond to of 17183

My thought is; run a 100 month chart of EMC vs IBM. Stock price appreciation: EMC +14977% IBM +195% Fred

To: walt zweifel who wrote (4629)	3/3/1999 3:57:00 PM
From: JRH	Respond to of 17183

according to this 15 year IBM guy EMC uses IBM drives in much of their solutions This is a true statement. I know for a fact that EMC is one of IBM SSD's largest customers. IBM SSD also sells their head technology for their drives to their competitors, thus they make money even if they are not winning all of the business in these different storage segments.... Justin

To: walt zweifel who wrote (4629)	3/3/1999 4:55:00 PM
From: Scott Kessler	Respond to of 17183

Had had an interest in EMC for a while. Love the co. Obviously an IBMer is going to say IBM's poised to take mkt. share from EMC. However, it's well-understood that EMC is yrs. (plural!) ahead of IBM & others on a tech basis. At the Goldman Tech Conf., IBM announced its new Shark storage products. No big deal -- I believe they're mainframe only products, while EMC's solutions handle UNIX and Windows NT environments as well (see recent Citigroup win). EMC continues to win share from IBM & Hitachi. IBM hasn't stopped the bleeding b/c EMC is focused on 1 thing -- storage. Earlier this wk. EMC announced new storage network products & that total storage biz revs. (from which it will derive a significant share) is going to be $50 BILLION in 2002. Right now, EMC's ms is in the 30s & could easily continue to move higher. IBM's late to the party & doesn't have the tech, products, salesforce, culture or focus to dethrone EMC. Everyone & their mother now has a storage offering b/c of the margins EMC's getting -- DELL, IBM, SUN, you name the hardware co. Just sit tight. Added to my position @ 98 1/8.

To: walt zweifel who wrote (4629)	3/3/1999 5:36:00 PM
From: Roads End	Respond to of 17183

Walt..This from the CPQ thread from rudedog. (a very credible source) Steve Message 8133863 That is one of EMC's hole cards. But right now, as IBM and CPQ drive the trend to SANs, independence looks a lot like proprietary. And since right now all of the SAN architectures are proprietary in the sense that solid standards are years away, many large customers are betting that it is better to get a vendor who will "make it work". There has been a fair amount of press on this in the last few months. So the "independent" label could turn into a millstone if it gets equated with "non-standard". Also the numbers talk. EMC is a pure multivendor play. The storage business of IBM and CPQ is buried in broader product divisions. Still, both IBM and CPQ have outgrown EMC in this space by more than 2:1 for several years. As SANs become more prevalent these numbers will become more accessible and at that point I think EMC will be in trouble.