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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: zsteve who wrote (62112)	6/11/1999 2:14:00 PM
From: zsteve	Respond to of 132070

wow, we got more than $540 million outflow from AOL so far today. where are those nuts' bulls?

To: zsteve who wrote (62112)	6/11/1999 3:43:00 PM
From: Knighty Tin	Respond to of 132070

ZS, I hate to comment on EMC. The last time I did, I got slimed pretty good for mentioning that their largest customer was about to dump them, which is exactly what happened. O.K., I did say that their largest customer was Dell and not HWP, but all those middle-aged white boxmaker nerds look the same to me. <VBG> I think the real problem is that EMC has nothing unique to sell that cannot be commoditized. And HWP is cash rich and able to beat EMC's profit margins down to small numbers. If we see a resurgent Hitachi or IBM, then EMC is in real trouble. I see more middling trouble and a price target of about $38.