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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: Proud_Infidel who wrote (13840)2/16/2002 9:39:55 PM
From: Jerome  Read Replies (4) of 17183
 
Brian....the stars system....

The best move would be a newly appointed 4 star stock that seems headed for 5 stars. That's where I think KLIC was at. EMC could be a three star until the next earnings release and then quickly move from 4 to 5 stars.

I think that investors trust S&P because they have no financial relationship with the companies they cover. They do not flip flop wildly (as do some analysts).

The SUNW five star rating is a surprise. They are in the bulls eye of a dozen companies. But EMC is in the same predicament. Storage is expected to grow rapidly, and so companies like CPW and HWP are targeting EMC. My suspision would be that the storage market is growing faster than the continued dominance of any one company. Its a big trough, and probably, EMC, IBM, CPQ, HWP, Hitachi, SUNW and lots of others will have plenty to feed on.

Let us all know about your plans prior to your departure for Nepal.

Regards, Jerome
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