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

To: Braam who wrote (5524)	4/16/1999 7:51:00 AM
From: John Carragher	Read Replies (1) \| Respond to of 17183

It amazes me dell a box maker is going into competition with emc. What a joke.imo They will get all tied up in their underwear like cpq with dec.

To: Braam who wrote (5524)	4/16/1999 8:14:00 AM
From: John Carragher	Read Replies (1) \| Respond to of 17183

Here's a quote from McNealy (ceo sunw) yesterday.He wants to go after emc ,although I am also invested in sunw I don't believe in his statement. Contractor fees, like emc, will be pay for themselves as companies can mix and match equipment based on price and emc can give them reliability. imo But McNealy said that in the future companies will rely ever more heavily on their computer systems and will not be able to afford having them go down. As a result, they'll be disinclined to "mix and match" components from different vendors, McNealy said, and Sun will benefit because it sells both storage and servers guaranteed to work well together. The strategy is aimed down the throat of Sun's chief storage competitor, EMC, which Zander acknowledged as being "a tough competitor."