Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: space cadet who wrote (5954)	4/23/1999 5:06:00 PM
From: t36	Read Replies (1) \| Respond to of 17183

emc has invested 1 billion in software development and is way ahead of anyone else.it would be very difficult in my opinion for anyone to catch up..even intc..its sort of like the position msft was in with respect to windows.. storage is BIG business..its no wonder all these heavy weights are trying to get into it..dell,intc, sunw..etc.. sue

To: space cadet who wrote (5954)	4/23/1999 5:30:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 17183

Space cadet, The new issue is intel. They just released a press release saying they are moving into the networking/internet environment bigtime. Of course, that means storage as well. How big an issue is this for emc. Will intel now be a direct competitor? I own Intel and EMC stock, so I think I can be objective here. Let me say what I think about your concern. I don't think Intel is any threat whatsoever to EMC in this venture they've just announced. To borrow some words to use as background that I wrote on the Intel thread (don't pay too much attention to the "disclaimer" in the first sentence): My impression, which may be, no probably is, wrong, is that Intel would provide turnkey systems for these internet farms. So, the servers are only a part of the overall system. Besides, we have switches, routers, hubs, ethernet or whatever backbones, fiber/copper cable infrastructures, Sys Admins...So, it's a big system integration job and then ongoing requirements to manage upgrades in hardware, software, network stuff, etc., 24X7 equipment maintenance and repair. What I forget to add as part of the turnkey system is storage (dummy!), although the servers can have up into hundreds of gigabytes themselves. The bigger "internet farm" that a Yahoo or Lycos might need, though, most likely would also need high reliability RAID storage external to the servers. In that case, Intel would undoubtedly turn to and buy or lease from Network Appliances, or EMC, or both. What Intel is planning on doing here is to act as a system integrator. No way are they going to try to reinvent the wheel, in this case, the wheel being the high reliability storage, or a router, switch or hub. They will look around and buy/lease and integrate the best and most cost effective box that's already available. In the case of storage, it's EMC. Tony

To: space cadet who wrote (5954)	4/24/1999 3:09:00 PM
From: stock bull	Read Replies (1) \| Respond to of 17183

Space Cadet, re:<< They just released a press release saying they are moving into the networking/internet environment bigtime. Of course, that means storage as well. How big an issue is this for emc. Will intel now be a direct competitor? >> I'm not sure I understand your point. Are you saying that you expect Intel to design, manufacture and sell enterprise storage systems? Personally, I can't see this happening. Can you clarify for me? Stock Bull PS: If Intel was going to put their "muscle" behind the internet and help it grow, I would think this would be a plus for Emc.