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

To: Tony Viola who wrote (6712)	6/14/1999 11:56:00 AM
From: William Hunt	Read Replies (1) \| Respond to of 17183

TONY ---Very interested ---the answer is no ---validated every thing you said ---thanks for your input and help . Looking for a sell-off of the market today or tomorrow . The reasons CPI (WEN), Greenspan (THURS) , Triple Witching ( Fri ) . Will buy on the dip this time Your friend BEST WISHES BILL PS Where is everybody on the INTC Strategy thread ? By the way bought LU and MSFT late last month ---will hopefully get EMC !

To: Tony Viola who wrote (6712)	6/16/1999 12:54:00 PM
From: William Hunt	Read Replies (2) \| Respond to of 17183

Tony ---Interesting comments considering the date of the article : smartmoney.com As the SAN emerges, EMC's software will probably suck more functionality out of HP's and Compaq's servers and into its proprietary computers. EMC's natural allies, then, are also its natural enemies in the long term. HP is a partner now -- it resells EMC's storage computers along with its servers -- but it could be a competitor in the future if it can get its act together. Sun already sees itself as a serious player in data storage. Compaq has products similar to EMC's. And Intel is working on new technology for server computers that will give Compaq even more firepower in accessing disk drives really fast. What's more, when Compaq picked up EMC's old nemesis Digital Equipment last year, it gained a first-class services business. Very smart. And then there's always Big Blue. BEST WISHES BILL PS I finally bought in !