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

To: jbn3 who wrote (4868)	3/13/1999 9:09:00 PM
From: Jill	Read Replies (1) \| Respond to of 17183

Thanx for the in-depth post! Very informative Jill

To: jbn3 who wrote (4868)	3/14/1999 9:45:00 AM
From: Karl Radke	Respond to of 17183

It is always good to keep your eye on the competition. The greatest asset of EMC is its sharp focus on storage, and storage only. DELL and IBM have to spread their energy among many areas, thus detracting from their ability to make significant gains in market share in the storage arena. All the while, EMC spends on R&D to dominate and exploit their niche further. The beautiful thing is storage will never go out of style. Long live the king - EMC.

To: jbn3 who wrote (4868)	3/15/1999 11:47:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 17183

jn3, >>>However, I think that a prudent EMC shareholder would at least examine some of the implications of a DELL/IBM alliance. Tom Meredith has an excellent record for delivering on his statements; he is not a cheerleader yelling "my team's going to beat your team"--take him lightly at your own risk.<<< Fine, but tell me about one single company that has made any money using or reselling IBM hardware, besides IBM. I can't think of any, and I go back too many years to mention competing with IBM. IBM will not sell a transistor to you without padding their own coffers to the max. Do I blame them? Of course not. I think I already have posted some, but here are some companies I can think of that have signed up for some of IBM's marvelous latest technology, and either made no money in the process, or terminated the agreement, or both. AMD Cyrix Hitachi Data Systems Apple Who knows, things change, but I think it's more of a strange bedfellows thing between IBM and Dell. Dell can't keep the edge going forever as a company that just builds boxes. Tony