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

To: VFD who wrote (6962)	6/30/1999 9:59:00 PM
From: Dov Levy	Respond to of 17183

EMC (the company) is doing fine… 1. Mentioning EMC in the same sentence as some of the disk drive companies shows a huge misunderstanding. I sure hope that people who are following this area of SI are a bit more educated… 2. All indications are that even in the short term this EMC / HP story could have a POSITIVE effect on EMC revenues (as they don't have to share the wealth with HP). It won't surprise me to see that EMC exceeded target this quarter… 3. I am sure that if you look at the alliance with IBM and the HP breakup together, you may see that EMC is getting closer to IBM as they were convinced that they can't gain too much with an HP relationship. 4. It won't surprise me to see IBM terminates some storage related alliances and strengthen the relationship with EMC So if you put it all together, I think that it is easy to see multiple scenarios that put EMC on top…