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 (10651)	7/19/2000 9:37:59 AM
From: jcmoore	Read Replies (1) of 17183

JDN, Increased revenue growth rate to 30% from 25%. Analysts seemed to hang their hat questioning the comment made by management that the third quarter would be affected by lead time issues. Reuttgers indicated it was a supply problem, but did not see lead time issues affecting the fourth quarter. MR also stated that these lead times just kept them from upping there projections for the third quarter. MR also was pretty frank when talking about market share. He sees EMC taking more market share. His quote was about HP and IBM swapping deck chairs on the titanic. He pooh-poohed the CPQ/IBM combination and basically indicated only Sun as the major competition. jcmoore

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