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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
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To: Gus who wrote (13730)1/11/2002 8:23:01 AM
From: Proud_Infidel  Read Replies (2) of 17183
 
Gus,

-- I don't think IBM can afford to pay what EMC thinks it's worth.

This is what I perceived also and what I had hoped you would say.....I am unsure as to why any money manager would believe EMC would feel the need to be acquired, especially at or near the trough in its cycle! The very idea appears absurd on the surface and even moreso as one looks at it more closely.

FWIW, I do not believe that Kramer can have a good idea of where the market for storage is headed over the next decade if he believes EMC is ripe for the picking. BWDIK.

Regards,

Brian
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