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

To: Tony Viola who wrote (5978)	4/24/1999 3:32:00 PM
From: stock bull	Read Replies (1) \| Respond to of 17183

Tony, IMO, there's a practical limit to vertical integation. I can see Intel opening data centers, installing internet access systems for the IP companies, possibility building pc's and servers. However, I sure don't see them building the hard drives for the pc's and servers. The same hold true for the enterprise storage systems. JMO Stock Bull

To: Tony Viola who wrote (5978)	4/24/1999 4:23:00 PM
From: SDR-SI	Read Replies (2) \| Respond to of 17183

And while we're on the subject of what things may mean to EMC - RE: OPTICAL STORAGE IMPROVEMENT Because EMC is not a manufacturer of the storage medium itself, and is basically an integrator/assembler/systemizer of other manufacturer's physical storage products, IMHO that new developments in optical vs. magnetic storage are also ultimately a plus for EMC, rather than a threat. If new developments provide a storage medium that provides higher capacity and higher density of storage, both with decreased access times and decreased input/output times, it would seem to me that EMC would keep itself in a position to adapt such equipment into its systems and provide even more capable and more efficient and massively higher capacity systems to its customers. IMHO that to assume that EMC's system concept is wedded to magnetic storage is grossly underestimating the company, just as would be assuming that it will never move beyond fiber channel as its I/O-communications medium. Just my opinion. Steve