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: Gus who wrote (12895)	7/17/2001 10:41:58 AM
From: Road Walker	Read Replies (1) of 17183

Gus, It's interesting the companies that continue ot invest in IT, companies like Home Depot and GE. It will probably cost them less than a penny a share in reported earning each quarter. But when the economy turns, I wonder what the competitive advantage will be worth. JMHO, a portfolio limited to companies that are increasing IT spending this year might be a pretty good portfolio a few years from now. John

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