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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (4522)8/3/1999 11:44:00 AM
From: Tony Viola  Read Replies (1) of 54805
 
Downsouth. just catching up on some posts here, saw your comment about EMC:

However, NTAP is enjoying 60% margins. EMC has 30% margins, as I recall. That does not fit the Dilemma
model and may cause EMC to move down market. What do you think


EMC second quarter results, released two weeks ago, GM was 55.8%. The only thing in the 30's for EMC is their YOY growth.

For the record, EMC 2Q99

biz.yahoo.com

Tony
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