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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: Claude who wrote (4642)3/4/1999 10:38:00 AM
From: Fred Levine  Read Replies (1) of 17183
 
I can't imagine a $50 billion market for storage not inviting strong competition. Dell, IBM, etc. are not planning to let EMC have free reign. There will be competition, and IMO, there will be a decrease in the long run of EMC's market share and profit margins, but so what?

This is one fat and growing storage pie, and EMC is still the gorilla, and profits will still increase. In fact, I just bought some for my son.

good investing -- fred
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