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


To: space cadet who wrote (5957)4/23/1999 6:34:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 17183
 
SC,

If all your concerns about Intel were for their taking Cisco's or Sun's business away, I could almost see it. But EMC is storage, and Intel is talking about setting up server/network systems. Yes, there is also storage there, but so is there fiber optics and software.

Take another twist on it, as great as Intel is at chip development, manufacturing, marketing and sales, they still haven't done anything like the systems integration thing. Now I'm getting concerned about them. Threat to EMC? I just don't see it.

When EMC price starts up again next week, will you forget this?

Tony