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

To: BI*RI who wrote (4650)	3/4/1999 12:35:00 PM
From: Scott Kessler	Respond to of 17183

Funny you should mention NTAP, b/c DELL has a reseller agreement w/ them. Does DELL & IBM's deal make me nervous? A little, b/c both are EMC competitiors -- even though the deal doesn't involve storage per se. A few posts ago someone indicated b/c the storage biz will generate some $50 bln. in 2002 revs., & that competitors like DELL, IBM & SUNW will surely come in & take share from EMC & erode its margins. That sound logical, but I don't believe it's right. Just b/c would-be competitors want to take share -- doesn't mean they can. EMC has dominating this space for a few yrs. now -- & competitors have know about EMC, its growth & margins. Why haven't they stopped EMC? B/c EMC is focused on storage -- on storage technology, storage sales, storage software, storage networks. You get the idea. Yes, the competition might be more intense than before, but sometimes strong competition makes competitors stronger. Just look @ Cisco.