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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: JRI who wrote (7410)8/10/1999 11:03:00 PM
From: jhg_in_kc  Read Replies (2) of 17183
 
<<Dead money for 6 months?...poppycock....>>I absolutely agree. I just got thru reading the WSJ and NYTimes articles on this deal. I come away with
1. EMC "virtually stole the company"
2. The product Digital makes for medium sized business storage is superb, even ahead of its time when it came out(it moved storage from SCSI to fiber channel as a way to send and receive computer data), but the company had no sales force and had been selling it to computer systems manufacturers rather than to the customer. EMC has the DIRECT sales force plus will be able to fill engineering job vacancies on EMC's tech side which had been restraining its growth. pLUS will; now be able to target middle sized Internet businesses.
3. EMC even has a use for the Aviion, or at least a part of it, its "NuMa" technology, a method for having multiple processors use a common supply of memory to manage storage a la Sequent which IBM bought.
Even in this dismal market, I think EMC is a buy in the 50s. The more I read, the more I can become as enthusiastic about it as I was for Dell two years ago.
A final point, its CEO is a dynamic straight shooter who defends his company against attack and thinks it hasn't got "enough respect." He may be superior to Michael Dell who of late, has been silent or even somewhat(implicitly not explicitly) misleading.
You can go to www.NYTimes.com and find its EMC article free.
EMC is one of the only bright spots today.
do not sell this stock short because of uncertainty caused by an acquisition and the appearance of arb sharks.
jhg
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