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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 (15277)9/16/2003 2:33:39 AM
From: Sam Citron  Read Replies (2) of 17183
 
Gus,

Do you favor the small cap segment of the enterprise storage market because:

(1) its customers tend to be smaller enterprises as well, and the outlook for spending among these smaller enterprises (20 TB or less) remains more robust than larger customers [Lehman Bros. 3rd Storage Survey 8.13.03];

(2) the small cap sector as a whole has been outperforming [e.g.,
Russell 2000 median market cap 351.8M +29.08% one yr annualized return v.
Russell 1000 median market cap 3.1B +12.86% one yr annualized return v.
Russell 3000 median market cap 622.3M +13.93 one yr annualized annual return
russell.com, russell.com, russell.com];

or (3) for some other reason?

Sam
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