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: Bob Frasca who wrote (10516)	6/21/2000 12:02:00 PM
From: GVTucker	Read Replies (2) of 17183

Bob, RE: If McData goes belly up, it doesn't hurt EMC or it's shareholders in any financial way. Of course, those of us still holding McData shares might be unhappy but, because it was a spin off, it was "free" money anyway. That makes the assumption that the market is currently valuing the McData part of EMC at zero. That's a little bit too far of a reach for me. The main reason that I see for the spinoff is that McData has growth opportunities out there that would not exist if it was a part of EMC, namely sales to EMC competitors. Other reasons, i.e. those that focus on valuation or risk, are much more minor on my list and are dependent upon the assumption that the market is much more inefficient than I am willing to accept.

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