EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

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Sep 15 5:00 PM EST

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To: bob gauthier who wrote (6498)	5/23/1999 10:39:00 AM
From: SDR-SI	Read Replies (1) of 17183

Bob: Oh my God! We are in big trouble now. If the projected market growth is a compounded 86% per year and the EMC CO can only commit to the meager "over 30%" growth per year", there are those skilled analysts that will, no doubt, review this material and come up with their now-well-documentable headline position "EMC acknowledges future decrease of market share". What WILL we do? The sky is falling!! Steve P.S. If indeed the 86% projection is high by a factor of 2, and if the real compounded growth rate is only 40%, that in itself is enough for EMC to keep upon its own course and to avoid acquisitions of such totally mismatched partners as STK, no matter how cheap their stock is. Of course, many of us would take the position that STK's stock price is the result of market evaluation of its inability to compete with EMC in EMC's product area, combined with its own poor performance in its separate principal product areas. JMHO, of course.

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