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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: SJS who wrote (3162)10/18/1998 9:26:00 PM
From: Kevin M. Reilly  Read Replies (1) of 17183
 
Steve -

I am hedged as you are as it is the only financially prudent course to take. But I disagree with your assessment of the global slowdown and it's affect on EMC's revenues. I believe EMC's core business is now thought of as non-discretionary spending for the WALMART's of the world. EMC has convinced big business that their systems will save money and make them more competitive.

Kevin M. Reilly
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