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 (15567)	12/2/2003 4:35:52 PM
From: Sam Citron	Read Replies (1) of 17183

Samsung-like? I wouldn't mind owning a piece of that rock, though its margins are so unIntellian. <g> Glad you did not say Hynix-like. <g> But this is apples to oranges. Japan and Korea are very different. While I was writing this, I got the call I was awaiting from Masahirosan. The answer is that Nidec is not paying royalties to Seagate. Nidec's own FDB technology is utilized in third party motor sales. Only the motors that are produced for Seagate use the Seagate FDB technology. Gross margin in HDD motors is around 14%. Overall profit margin is currently being impacted by Sankyo acquisition. As IR chief, Masahirosan is personally targeting market cap and will shortly be meeting with investors in NY, Boston, Toronto, Chicago and San Francisco to improve Nidec's "brand recognition" among institutional investors. Nidec wants to be a 5B yen company in sales by 2005. He didn't specify what the exchange rate would be. <g> Sam

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