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EMC Corporation Message Board

  • gamma1978 gamma1978 Feb 23, 1999 10:06 PM Flag

    Anybody concerned about Dell?

    When I bought EMC I knew that the company had a
    huge market share in enterpise storage. Great growth,
    great share, poor competition. How is the scenario now
    with Dell getting involved? Dell is an awesome brand
    name - most of its customers are corporate customers
    too - and it can sell over the net.
    How worried
    should I be? Thanks..and go EMC!


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    • I've got both Dell and EMC and I'm confident that both will continue to make me happy.

      Unless Dell blows itself up with its storage venture and EMC decides to start making PCs.

      • 2 Replies to CapnBligh
      • so any gains will be realized either way. IMHO, I
        don't think DELL will dent EMC in storage for years, if
        ever. Too big a head start, and too much money to get
        going. Dell would have to use PC revenues or debt to get
        established, and they have already taken a related EPS hit for
        this past quarter and cannot have it happen again. It
        is years from any real concern for EMC, and by that
        time EMC will probably be further ahead than now.
        MSFT/INTC/DELL can't win everything, and the world is now
        realizing that.

      • I own them both, and right now I think EMC is in
        the stronger position. It isn't diluting its core
        business, but is continuing to focus on it.

        Speaking for myself, I wouldn't worry too much about
        competition entering the data-storage-and retrieval field.
        The market is expanding so fast that there is plenty
        of room for tremendous growth.

        What should
        concern us is innovation. New technologies that further
        compress data and that expedite retrieval will change the
        playing field here. I'm not an engineer and don't have a
        clue about what's in the offing (in that regard), but
        I'm betting that EMC is on top of it.

    • Dells announcement will make more people take
      notice of the
      expanding storage industry, in which
      EMC is pulling away from
      the pack as the
      undisputed leader. Unless Dell wants to put
      a billion
      dollars into research and development of
      systems like EMC, Dell will be an "also ran" in
      computer storage industry, such as IBM.
      Both Dell and
      IBM specialize in making computers. If those
      companies put a billion dollars into computer storage

      research and development, this will take away from
      tried and true "bread and butter" money in the computer
      arena. This will make them slow down in those areas and
      because making computers are what they are known for,
      investors will see this slowdown and it will lower their
      stock price and shareholder value.
      EMC specializes
      in computer storage. EMC overtook IBM as
      leader in this industry. IBM may be hoping to double
      team EMC with their alliance with DELL. Quite possibly
      IBM & Dell are seeing that they are having a tougher
      and tougher time with their computer hardware
      industry due to increased competition.
      They are looking
      for other areas to attempt to continue to grow.

      Though albiet that, EMC will continue to dominate and
      pull away from any competition in the computer storage
      industry, including the Dell-IBM alliance.

    • Being the first company in makes a big
      difference! EMC is way ahead of Dell when it comes to storage
      and their customers are not going to leave.
      starting in shows how there is, and will be such a demand
      for more storage, that they want a piece too.
      was the leader in selling build to order
      computers...Compaq, Gateway, etc... saw how well they did that they
      decided to sell that way also..but Dell still remains
      number one because they began it first, which gives them
      a supreme lead over competion...same as EMC being
      first in storage...Dell might want a piece, but it will
      be a small piece..remember, we have been competing
      with IBM for years, and we are gaining market share as
      IBM is losing market share...remember, our only
      concern is storage..they have other products to deal we will always be number 1..and when your storing
      important information, do you want the second best?
      ON EMC!!!!

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