SI
SI
discoversearch

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 : Western Digital (WDC)
WDC 57.52+1.0%Dec 3 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sarmad Y. Hermiz who wrote (11025)5/17/2008 6:57:17 AM
From: Pigboy  Read Replies (1) of 11057
 
<< I really think companies such as EMC and Seagate should merge. That would be a natural fit, and it would be beneficial vertical integration. But so far, no one has done any storage acquisitions. >>

I disagree. I believe EMC wants to be more about software where the gross margins are higher. Seagate is more about hardware. Always will be imo. STX is in more of a commodity biz and their GMs are half that of EMCs. I've believed for years that EMC should eventually merge with CSCO (who also wants to be more about their software running networks and has even higher GMs than EMC). It seems to me that the LAN and WAN and SAN is all eventually converging anyways (the technologies such as FC and Ethernet are already overlapping). Probably a naive viewpoint but I still have it nonetheless. ;)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext