EMC, why does it keep going down? Message Board

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Technology Stocks : EMC, why does it keep going down?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: John Herod who wrote (78)	7/29/1996 11:03:00 PM
From: Donald C. Deaton	of 144

On the other hand, John, why not keep adding to the portfolio while it's so cheap? A guy I know at Storage Tech told his mother-in-law to buy STK, said EMC had bad suppliers and STK had the IBM connection. Of course, the supplier rumor is old hat and erroneous--why else would EMC keep getting No. 1 accolades from the users--and one way of looking at the STK/IBM partnership is that STK acknowledged it couldn't build a worldwide marketing and sales operation (like EMC's), while IBM couldn't seem to build a useful competitor. I'd say this simplifies the marketing battle for EMC, and as I said before, this is one gigantic market that will have more than enough growth for EMC. I also like CPQ with its new products, and, of course, CA and Intel.

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