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

To: Tony Viola who wrote (5305)	4/6/1999 5:58:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 17183

Tony: I would highly recommend the book DIRECT from DELL... Last year DELL spent over $300M on R&D and received hundreds of patents. Yet, they use the virtual integration business model and acquire access to technology VERY efficiently. In the storage area DELL now has access to NTAP and IBM technology. DELL will take the storage market VERY seriously and is ramping up as we speak. They already sell tons of PCs and servers to the Fortune 1000 companies. The relationships are in place. IMHO, soon DELL will add more service capabilities (eg. through an alliance with IBM) and go after the high end enterprise storage market. Ultimately, this will affect EMC. DELL is a tough competitor and should not be underestimated. Listen to what Michael Dell has to say about storage products at the DELL analyst meeting later this week. Good Luck Investing. Regards, Scott