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

To: BI*RI who wrote (7339)	8/6/1999 10:22:00 AM
From: SJS	Read Replies (1) \| Respond to of 17183

Analyst update: Goldman Sach morning call report on EMC from analyst meeting: ________________ EMC - Our takeaway from EMC's massively-attended analysts' meeting is that EMC probably still has some upside both in terms of revenue growth and gross margin over the next several qtrs. At the same time, noise notwithstanding, the competitive picture remains generally unchg'd, with EMC now indicating that it will probably increasingly use price as another strategic weapon in its arsenal. We remain very comfortable w/ our $1.05 and $1.35 est's for '99 and '00 respectively. W/ momentum high, EMC remains on our Rec'd List w/ a current price tgt of $75.