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Politics : Formerly About Applied Materials
AMAT 268.79+4.6%3:59 PM EST

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To: Tony Viola who wrote (32418)9/9/1999 2:21:00 PM
From: Doug B.  Read Replies (1) of 70976
 

These are all the reasons I not only own EMC stock, but Jan. 2002 Leaps (calls, of course). EMC commands a premium because of two things- software technology that nobody else has, and fanatical service. If I wanted storage I wanted to be SURE would not go down, I wouldn't think of anything else. The cost savings from hassle reduction more than covers the price premium.

I particularly found it amusing that, in HP's stellar quarter, they reported that their storage systems took a significant hit after they started offering Hitachi. Just more gravy for EMC to sell direct...

JMO,

Doug
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