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


To: Erwin Sanders who wrote (4656)3/4/1999 6:48:00 PM
From: DiB  Respond to of 17183
 
Terrific post. Thank you very much, Erwin.



To: Erwin Sanders who wrote (4656)3/4/1999 6:49:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 17183
 
Erwin, >>>Makes a lot of sense?<<<

Makes a lot of sense. Did you invite the author over here? <g>

Tony



To: Erwin Sanders who wrote (4656)3/4/1999 7:57:00 PM
From: Boplicity  Read Replies (1) | Respond to of 17183
 
re: EMC IS BIG. WHY NOT INVEST IN A STARTUP COMPETITOR?

The above is the only problem I have with what he is saying. Take a look what DELL has done to the PC industry, caused massive change, and taken tons of market share. High-tech industry is littered with companies that were once king of the hill, some fight back many are out of biz. altogether. DELL was bug just six years ago. DELL is now number two or three, soon to have a lock on number two while number one fumbles around. It's folly to say that the largest company in a sector can't be knocked off. DELL could do to the storage sector what they have done to the PC sector. EMC should never become arrogant, and should always keep an eye on the rearview mirror.

Greg