EMC and SUN share the same fatal flaw, they are both one trick ponies. If their market should go south, even slightly, they will be royally hosed. At least HP is diversified enough to weather a change in the server or pc arena. IBM is like a good stock portfolio, it looks at several different futures and prepares for them. This company does need a change in leadership, but it is still better poised for the future than either EMC or SUN.
>IBM use to be the leader Just tell me one business/technology sector where IBM are not either 1 or 2
>they use to do some awesome R&D What! have you had a look recently, SOI Copper interconnect 4.5GHz processors Low-K BuckyBalls NanoTubes 1GB Microdrive 135GB Hard Disks Java JVM's Quantum Processors
>EMC is the wave of the future, jump on board before you sink EMC have ONE, I repeat, ONE product, they sell at an inflated price because they have market share. Q. Exactly what parts on their offering can't be done better by anyone else. A. None, and it eventually will be "Enterprise Storage" will become commodity when the IT paradigm moves on.
I've owned SUNW & EMC for about 2 1/2 years but only because they keep going up (sell some after splits). I sure as hell know they are overvalued (esp EMC), but I just let the craziness pile up until one day it falls on my head. I thought this was the time, and it still maybe, but even if they plummet to more sane levels, the ride was wonderful.