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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: RR who wrote (3114)9/22/2000 9:06:26 PM
From: altair19  Read Replies (1) of 65232
 
RR, I popped EMC, Siebel and some EXTR (on your advice)in my basket this a.m....and damn...didn't buy nearly enough of EXTR.

The Boston Globe had a huge article about EMC with Mike Reuttgers saying their market cap is larger than IBM's and only compete in a sector of IBM's business. They have such a focused sales organization and dump tons of money into research. I used to coach one of his daughters in soccer and see him from time to time on the golf course. He's really rocked that company when he started there...can you believe it that Storagetek was kicking their ass at that time....amazing...what a freight train.

Have a great weekend. Gonna hit the ball.

Altair19
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