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

To: charlief who wrote (6879)	6/28/1999 11:05:00 PM
From: Mephisto	Read Replies (1) \| Respond to of 17183

True. Mr. Ruettgers is correct: "Speaking to a standing room only crowd at Internet Day –part of Bear Stearns' 10th Annual Technology Conference – Ruettgers outlined the rapid growth of everything related to the Internet:Web sites, email, daily users, homes with Internet access, and IPOs. "But," he said, "there is one thing growing faster. And that's the velocity of information accumulation. Every time someone visits a web site – whether to buy or browse – they leave a finger print. And smart organizations want to collect that information, analyze it, and use it to their competitive advantage." Dear Charlie, Thanks for posting the site for the article. I had not seen it. Butt it is rather difficult to keep up with my stocks when I have to travel around cyber space with an old 486! :D Best wishes, Mephisto

To: charlief who wrote (6879)	6/29/1999 11:38:00 AM
From: Mephisto	Read Replies (1) \| Respond to of 17183

In the article that you mentioned, EMC's CEO, Mr. R. said: "Building your business on the right kind of infrastructure is what will separate the flash in the pan from those companies that achieve sustained success." I found another article that supports that view. You can find the entire article on the net. Tuesday June 29 12:30 AM ET Internet Business Stocks Take Center Stage By Dick Satran SAN FRANCISCO (Reuters) -" Suddenly, the Internet is all business. After a long period in which well-known consumer brands like Yahoo! Inc., Amazon.com Inc. and America Online Inc (NYSE:AOL - news) were star performers, the stocks of companies that help others set up online shops are taking center stage. Analysts have long predicted that the so-called toolmakers -- companies that work behind the scenes to build the infrastructure for doing business on the Internet -- would have their day." Excerpts from article by Dick Satran. See complete story on net.

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