Network Computing is part of the Informa Tech Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

Joseph Tucci, President and CEO, EMC: Page 18 of 18

Tucci: Look at what Scott [McNealy of Sun] is doing. He's keeping up with Intel Corp. [Nasdaq: INTC] on chips, he's got Microsoft Corp. [Nasdaq: MSFT] and BEA Systems Inc. [Nasdaq: BEAS], he's got Java, Linux, Unix, and Solaris. With all that, how's he going to provide better storage software than I am, when I have a bigger market cap and more cash? And look at HP. It isn't much better: The profitability of that whole goddamn company is ink, they are doing all those things while also trying to take on IBM in services. Obviously I'm not going to knock IBM. They've got something they can pull off, and some customers will like it. They have their outsourcing business and sometimes we will work with them.

All four of the big server vendors are all selling somebody else's storage. Dell is selling ours, Sun and HP are selling Hitachi, and some of IBM's best growth is from the LSI Logic Corp.