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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
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To: Just4fun2 who wrote ()10/21/1999 10:30:00 AM
From: Kevin M. Reilly   of 17183
 
To all -

I listened to the cc last night and thought I would list some quick impressions (to the best I can remember):
1. Indicated unit shipments was negatively affected by no HP presence. Typically smaller low margin systems.
2. Vague on DG's contribution (+/-) to growth rate.
3. Sees large opportunity selling into the internet and telecom businesses. Some questions about how much EMC was financing these orders for the customer.
4. Sees DG being positively accretive to EPS.
5. Sees Clarion growing ~35% in 2000.
6. Sees no Y2K impact.

Overall for short-term holders of the stock it was not a great cc. Long-term EMC came off as bullish as ever.

Kevin M. Reilly
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