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Strategies & Market Trends : MDA - Market Direction Analysis

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Nov 21 4:00 PM EST

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To: dennis michael patterson who wrote (11186)	4/16/1999 12:54:00 AM
From: John Pitera	Read Replies (1) of 99985

Hi Dennis, I see that the market got wind of my EMC observations from the last thursday -g- EMC has had a great run. You know with EMC they have sold massive extra storage to most of the big companies that have had to run 2 parallel software systems, One that is Y2K compliant and the one that has not been fixed. When companies drop the old system and just use the Y2K compliant system, there may be a big overhang of extra storage space the companies will have. If this occurs the orders for EMC will not be that great for 3 or 4Q's as the excess capacity is absorbed. The Y2k situation may have accounted for part of the huge revenue run that EMC has experienced. 127.0.0.1:3456/SI/~wsapi/investor/reply?s=subject24052+emc&sreply=8794369

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