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: JDN who wrote (10036)	4/27/2000 4:54:00 PM
From: Robert C. Barry	Read Replies (2) of 17183

JDN I was intrigued by a guy from Lehman on CNN last night. Name was Applegate and each time that Varney mentioned CSCO and SUNW as infrastructure builders Applegate would respond with "You're right companies like CSCO, EMC and others leading technology companies" and again. My conclusion was that not only is Lehman et al touting EMC but that Mike Ruettgers has convinced the financial community that EMC, CSCO and ORCL are the companies of choice to build out the Internet infrastructure, pointedly leaving out SUNW as just another server builder in a market that is going to be only 20% server centric. All of the very excellent arguments being put forward on this thread about server vs. storage may be academic from a stock appreciation perspective if indeed Iron Mike has sown the seeds of an E,C,O troika dominating the internet buildout and the street has bought into it. RCB

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