Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Rational Analyst -- Ignore unavailable to you. Want to Upgrade?

To: HeyRainier who wrote (1650)	8/28/1999 9:41:00 PM
From: Scott H. Davis	Read Replies (1) \| Respond to of 1720

Don't know enough about EMC to say (not that I can't learn) ADIC strength is it's ease of use, flexible software & reliability. Market is WANs & LANS, mixture of networks, different OS even, but not huge stuff (for instance, at PennHosp, their FastStor could to back up all their servers while still on-line. Can store both files, text and images, scalable within it's limits. But these are not the real large networks/or massive databases. AXC covers that very well with their DST line. For instance, a TV studio could have their entire archeive, clips etc. stored on a DST, very accessable, very fast. When I bought it was a combination of their stregnth of product, recent Dell contract (recent in 88) the growth of storage demands and especially images (not only still & video, but diagnostic stuff as well) Plus they had great FA & PEG. Hope that helps. Do you find EMC compelling enough for me to review, like PERL? Please only say yes if you believe compelling but want a technical review, cause I read slowly. Scott (thanks 4 ur last response too. BTW, Just took profits on another double, TTP. By biotech results are wierd. The two I feel the strongest about, VICL & ISIP are at a small gain & a loss. Technology platform with a lot of applications, major pharma & research instutute buy in/validation, good financial health, fairly broad pipeline, have done terrible vs the broad market over the last 1.5 years. My two lessers, TRIBY & TTP are the winners. TTP is realy dependant on a schizophrenia med in phase III geting good results & approval. Probably about 9 months of burn rate lest - if the lead drug doesn't make it, the companie's dead (but a big upside if it does.) And bucking the market bigger is better trend, these are much smaller cap than the two that that arn't producing 4 me. Someday I might have some insight to pass along. FYI, for those interested in biotechs, and reading some of the better biotech investors on SI, check out the T/FIF (tree falling in the forest) and Biotech Valuation. You won't find me more than lurking for now, I've got to do some catching up in other arenas, but I respect these folks. Scott