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

To: Jean M. Gauthier who wrote (6950)	6/30/1999 10:30:00 PM
From: Nichols	Read Replies (2) \| Respond to of 17183

Jean-are these predictions just a hunch? should i get out my tea leaves also?

To: Jean M. Gauthier who wrote (6950)	7/1/1999 12:38:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 17183

Jean, Re In any case, EMC is a keeper, as long as they retain their competitive edge , ans SUN does not eat their lunch. Sun is the least of my worries of the big 5 or so in storage. They do no storage development of their own, except with Encore, whom they bought. That is a disaster last I read, Sun saying intros of that product will be as much as a year late. Before Sun bought them, Amdahl couldn't get their stuff working, either. Other than that, Sun just resells Data General developed storage, AFAIK. IBM, HP, CPQ, and the "new" guy, NTAP are, to me, the other innovative leaders in storage, which you have to be to get ahead. Tony