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

To: Bill Fischofer who wrote (6299)	5/6/1999 9:56:00 AM
From: JDN	Respond to of 17183

Dear Bill: Congratulations on what I consider a VERY astute post by you!! JDN

To: Bill Fischofer who wrote (6299)	5/6/1999 11:24:00 AM
From: TraderEd	Read Replies (2) \| Respond to of 17183

Bill Are you in a position to comment on the HP assertion that EMC's technology is "aging" or in any way not the best available? I have always appreciated your cogent comments in the past. Thanks. Ed

To: Bill Fischofer who wrote (6299)	5/6/1999 6:14:00 PM
From: Hal Barnett	Respond to of 17183

Bill, Data management has moved to the center of the IT universe. I agree 100% with your excellent post. EMC's strategy of talking to all processors (UNIX, NT, etc.) is correct. The lion's share of the IT budget is surely going to data management (including storage capacity) and networking. The various CPUs attached to the network are bound by having to run software that meets standards for interacting with data management systems. My guess is that the current 80-20 split is 80% data management and 20% for data processing and analysis. Regards, Hal