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January 23, 2007
If you build it; they will save
According to the WSJ, EMC declared strong earnings and its easy to see why.
When I was younger, our neighbors worked for Mead and were concerned that the digital age was going to deliver on the paperless society.
My father, got them an appointment at "the Labs" where they were told that the advent of the telephone had increased the amount of paper people were using and that trend had not changed.
Now we are seeing a new era of storage. Where the files that are being stored, Voice and Video dont lend themselves to paper. I am bullish on the storage part of the world as well.
Posted by carl at January 23, 2007 08:43 AM