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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread
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To: Mark[ox5] who wrote ()2/2/1999 7:29:00 PM
From: Mark[ox5]   of 779
 
For those who emailed about what stocks would make a nice base for the non-trading portion of your portfolio .. among the non pure internets I'd list these 4:

SUNW
CSCO
EMC
BRCM

Here are some insights on EMC.. taken from some Motley Fool articles from a day or so ago..... amazing facts if you consider them

Over the last five years, EMC's revenues
have grown at an annualized rate of 38.4% while net income has soared by
44.2% a year on a compound basis.

According to research firm Dataquest, EMC's share of the $10.1 billion
market for stand-alone data storage systems shot up to 32% from 28% in
1997 while IBM's market share fell to 20% from 24%. And IBM is the only
other player with more than a 10% market share.

Eighty percent of EMC's
sales came from products introduced during 1998.

The higher margins followed, in part, from a benign pricing environment (not
exactly what you hear these days from the tech sector) and a trend toward
larger system configurations, as EMC's Fortune 100 clients consolidate more
of their storage needs.

Generally speaking, EMC's business is being driven by increased demand for
data storage solutions that are dependable, flexible, and responsive as the rise
of e-commerce, data warehousing, and sales automation mean that the largest
corporations have become data hogs.

E-commerce and the Internet should continue to drive EMC's sales, as 8 of
the 10 largest Internet service providers already use EMC storage solutions.
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