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Technology Stocks : America On-Line (AOL)
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To: Chadick who wrote (2475)1/13/1999 3:21:00 AM
From: Paul van Wijk  Read Replies (1) of 41369
 
I'm looking at EMC for a while. Great company,
solid growth, market-leader.

Two negatives;
- (very) high P/E in relation with growth,
- future competition from Dell and others
since they also entered the storage-business
last year.

I seldom buy competitors from Dell.

Paul
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