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EMC Corporation Message Board

  • C78596998785 C78596998785 Sep 7, 2002 9:54 AM Flag

    latent demand

    I tuned mainframes for many years in the 90's and learned that an understanding of latent demand was the key to successful resource algorythm tuning... it applies to the markets as well.

    Companies are avoiding hardware purchases here.... when the trend changes the issue will be margins...

    I have watched EMC from a vendor that had new concept technology to a sales at any cost of that same basic technology a decade later... IBM's shark features stand out of reach to date.

    I also felt that the move to software needed to be incorporated into their portfolio of products... but they haven't made major moves in this regard...

    The future is unsure for them, but not a done deal... large companies are in a position to move heavily back into the mainframe environment (as os/290 webspere matures and linux webserver materialize on the mainframe hardware) and availability solutions will geometrically increase the need for storage...

    SYPLEX concepts promised the capability for seemlessly implementing changes... but application DB updates require parallel implementation to pull it off.... Thats storage big time...

    I bought some EMC at 6.40 yesterday, have some I bought in the teens as well... They have the cash to survive the drought, and the potential to pull things together, but my conviction is that of a short term trading strategy...

26.40-0.20(-0.75%)Jan 29 4:00 PMEST

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