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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Teflon who wrote (52)	2/17/1999 11:45:00 PM
From: Uncle Frank	Read Replies (2) of 54805

Teflon, Mind if I ask you a few questions about emc? It's much easier than looking them up myself <g>. Does emc have any control of the standards of the storage sector? Patents? This is a requirement for Gorillahood. I presume one of emc's competitors is Big Blue. What is emc's share of the sector? I see they just came off a fabulous quarter, with revenues up 36% and earnings up 54% yoy. But I can't seem to find their gross margin trend. Do you have it at hand? For anyone reading this, the following link gets you their last quarter's earnings report: emc.com tia, Frank

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