Compaq Message Board - Msg: 8971239

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Technology Stocks : Compaq

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To: rupert1 who wrote (58192)	4/16/1999 4:33:00 PM
From: Jeng Chiu	Read Replies (1) of 97611

OT............... Victor, I have owned EMC since 1996 and it has been my most profitable investment. Considering I also have LU, and SUNW, this is actually quite an accomplishment. They dominate their business and their execution has been flawless. The difference between EMC and the other two Ive mentioned is that unlike SUNW and LU who promise 20% year after year growth, EMC has guaranteed 30% year after year growth. They are projected to earn $2.60 next year. At around $106/ share, it trades at approximately 40 x next years earnings. Considering that the company has always been conservative with its promises (unlike SOME PIG company that we both love to hate), EMC could actually grow at a slightly higher rate. These days, it's hard to find a dominant industry leader that trades at a slight premium to its growth rate. EMC is one of those companies. And don't let people fool you with the term "storage", they are much more than that. You buy their hardware b/c you need their software and service. Just my opinion of course.

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