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

To: JRI who wrote (7232)	7/26/1999 11:08:00 AM
From: Fred Levine	Read Replies (1) \| Respond to of 17183

Any techies who can evaluate the "Shark" and the counter-announcements from EMC? fred

To: JRI who wrote (7232)	7/26/1999 11:38:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 17183

John, Today's price action is big because, IMO..it means (at least to me) that the market is (FINALLY) seeing EMC as the real leader here, and that the mere mention of others' entering EMC's space is no longer a reason for a sell-off.. Agreed, and also, the remark that Ruettgers made last week that stands out in my mind is that IBM no longer "freezes" the market as they did some time back. By that, he meant that, whenever IBM came out with a major new product, customers of that type product all stopped buying anything until they digested all the specs on the new IBM box. This was true in big servers, I know full well, and apparently, according to Mike, also in storage. Mike says no more. I interpret that to mean no big glitch in EMC sales because of "Shark". Tony