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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: JRI who wrote (4502)2/25/1999 8:52:00 AM
From: William F. Wager, Jr.  Read Replies (3) of 17183
 
Highlights from SQUAWKBOX interview with CEO Ruettgers....

1.Will grow >30% per yr.
2.Will continue to take mkt share from competitors.
3.Is polling customers on Y2K and sees no reason to believe they will
slow purchasing because of.
4.Is taking mkt share from IBM (according to Dataquest) and no one else is growing their share.
5.Software sales +150% last yr.--the fastest growing software co. with
over $100 million in sales.
6.Fiber channel: faster way to connect smaller servers to a single
storage system--"EMC is the leader here."
7.Disk drives: the mkt is now is balance pricewise--buys from IBM SGT.

--Bill
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