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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: stock bull who wrote (6667)	6/8/1999 8:03:00 PM
From: SJS	Respond to of 17183

Don't ask me! I just reported the DLJ study headline. I don't want to be a lighting rod for people challenging this. I'm just the messenger. Look, either the street is gonna believe Mike or not. He did his study, and the street folks are paid to do theirs. They corroborate each other, or they don't. EMC asked their customers. DLJ asked MANY different corps. Get the study and take a look at it. Place your bets with your own cash based on what you read/believe/feel/trust. I'm long stock, like most of you. I am also LT hedged (not like most of you). Regards to all, Steve

To: stock bull who wrote (6667)	6/8/1999 8:46:00 PM
From: John Carragher	Read Replies (2) \| Respond to of 17183

<By the way, I'm sure that EMC's customers place advanced orders for the systems. So, if there was going to be delays in shipping, I'm sure that EMC would know about these at this time. After all, we are almost entering the third quarter. These are long lead time purchases.> I would think orders would have been in for sometime and this really confuses me.???? How do you go out and put in a system like emc and not have made a commitment due to lead times by now. do customers just get in que and then keep changing the dates???