SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : Home on the range where the buffalo roam
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Boplicity who wrote (12151)4/2/2001 11:41:35 AM
From: jhg_in_kc  Read Replies (2) of 13572
 
EMC appears to have bottomed.
FYI
To:ratan lal who wrote (12543)
From: Bill Fischofer Saturday, Mar 31, 2001 2:46 PM
Respond to of 12552

One of the factors working in EMC's favor is its diversification. I recall Ruettgers saying last year that no single market segment accounts for more than 10% of EMC's total revenue. That's very good news since although some segments of the market may be soft (e.g., telecom spending) other segments (e.g., medical imaging) remain very robust. This is the same sort of diversification of revenue sources that companies like GE enjoy. While EMC's rate of growth may be tempered somewhat by an overall economic slowdown, they are not vulnerable to the sort of revenue collapse that others who were overly dependent on telecom or dotcom spending are seeing. Everybody needs storage, and more of it each year. This is very much non-discretionary spending since information is generated in increasing amounts as a byproduct of business operation for just about everyone.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News