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: Jeffrey D who wrote (6232)	5/5/1999 4:38:00 AM
From: Don Edgerton	Read Replies (1) \| Respond to of 17183

New to this thread. Missed the EMC runu. Looking to buy. Hitachi appearss to be a non -event for precisely the reasons stated in the EMC release. If a usere is satisfied with EMC now way he will let HP install Hitachis and have two systems to meld and maintain. If HP doesn't sell, then customer who wants EMC solution can get it from Dell in spades. New opportunities? Anyone know for sure wheter EMC will be a player> Intel Data Centrs/e-commerce intiative should require a lot of storage units. Digitization of Tv stations (i.e. replacement of tape library with disk storage) should be large market for arrays. EMC?? Digital movie theaters where content is shipped via satellite to the movie plex rather than via film reels. Theater must have data storage? EMC?? Aloha

To: Jeffrey D who wrote (6232)	5/5/1999 10:40:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 17183

Jeff, Tony, you sure get around. I thought you were an AMAT/chip mfg kind of guy only. Boy, I had you guys faked out, huh? ;-) AgILE, mobILE, hostILE and versatILE. Football coach said he wanted those attributes in his athletes once. Have to have those in this business too, right? Well, not sure about hostile. Good move into EMC. Guess we'll have these few days of selloff. Like I did mention last week, Hitachi has gotten very aggressive price-wise in the storage market. Obviously they're also going after some big accounts, like HP. HDS (Hitachi Data Systems) makes IBM compatible mainframes and storage (open re platform, software). All Hitachi (~$38 billion sales/year) posted a big loss last year, ended 3/31/99 for them. They're coming out swinging on the new year. My contact who's up with the Iceberg sourcing followon at IBM (was STK, could become EMC), was out yesterday. I'll look for him today. Tony