EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: VFD who wrote (8560)	12/30/1999 3:43:00 PM
From: Tony Viola	Read Replies (2) of 17183

Mike Ruettgers on CNBC, Ron Insana interviewing. Mke was very positive (what else is new). Q. How about next 5 years? A. Storage needs expected to grow at 2X rate of last 5. 1800% in next 5. The ramp is accelerating at this point. Unlimited opportunities going forward. Q. How about Y2K? Any possible speedup in orders after the 1st? A. Might just well be. Customers were told it might be wise to not move stuff (his word) around last 15 days. On Jan 3, there might be a lot of pent up demand, driving getting moving again. Q. Ron said EMC has little competition. Mike didn't deny this, said almost every dot COM company has same 4 companies for infrastructure. Didn't say who, but undoubtedly EMC, Sun, Cisco and oracle (I've seen that one before). background: EMC market cap > GM, AEX, Bell Atlantic... +80,000% in the 90's appreciation on stock. About it. Tony

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