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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Leader who wrote (51081)3/9/1999 10:21:00 PM
From: gbh  Read Replies (1) | Respond to of 132070
 
Jeff, you are correct. EMC sells server storage farms. This is largely a mainframe and Unix biz. But, more and more servers are being based on NT. So what Michael mistakes as a PC liability is actually a growth driver for EMC.

Gary



To: Jeff Leader who wrote (51081)3/9/1999 10:49:00 PM
From: Knighty Tin  Read Replies (2) | Respond to of 132070
 
Jeff, Yes, but EMC's largest customer is Dell, and Dell just signed up with IBM. They do sell more to the mainframe markets and the workstation markets, but their growth is coming from the pc server market. That is the area that is going to get killed the worst in this crash.

MB


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