For those of you getting ready to dig into some amazing network storage analysis in the new Industry Focus 2001, EMC <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE: EMC)") else Response.Write("(NYSE: EMC)") end if %> might already be on your mind. But, is the storage titan a good buy here?
Not all Fools agree. Mike Trigg (TMF Tonto) and David Langford are Dueling Fools. Mike sees potential beyond the box, while David is concerned about the future. Where do you stand? Read the opening arguments below. Read the rebuttals. Then see if your portfolio is in the market for a little storage.
The Bull Argument...
EMC is the undisputed storage champion of the world. There's no question about that, but plenty of debate regarding its future exists, particularly considering the success of upstart Network Appliance <% if gsSubBrand = "aolsnapshot" then Response.Write("(Nasdaq: NTAP)") else Response.Write("(Nasdaq: NTAP)") end if %> in the network attached storage (NAS) market. Nevertheless, EMC's growth prospects can be summed up in five areas: international sales, storage networking, mid-market storage, e-business initiatives among the Global 2000, and software.
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Bear Argument...
Everyone thinks EMC is the wave of the future, that it can do no wrong, that it is one of the great investment choices of this, the age of computers and networks. I don't see it that way at all.
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The Bull Argument »
