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

To: Tony Viola who wrote (8562)	12/30/1999 6:46:00 PM
From: JDN	Read Replies (1) \| Respond to of 17183

MY GOD, 1,800% GROWTH in next 5 years for Storage needs!!! Can ANYONE not presume that EMC will AT A MINIMUM continue to hold on to its current %age of the market??? This stock ought to be incredible, hard to believe its not performing even better than it has. And what if somehow EMC actually increased its market penetration, and what about EMC actually increasing its gross margins due to increasing software %age of the package? WHEW, this really is earthshaking to me. Mike has always talked of 35% annual revenue growth--seems to me he is lowballing now. JDN

To: Tony Viola who wrote (8562)	12/30/1999 7:26:00 PM
From: Bill Fischofer	Read Replies (2) \| Respond to of 17183

Re: Reuttgers interview The most salient point I picked up from the interview was that corporations have been holding back on implementing major e-commerce initiatives pending Y2K. Starting next Monday, every CEO is going to be pushing his/her IT folks to get the ball rolling on deferred projects. That's why growth rates will accelerate going forward. Quite simply, the more e-business the more insatiable becomes the demand for mission-critical data storage and management. We really are in the infancy of the networked economy here. Resist all temptation to trim "overweighted" EMC positions. If you liked the last five years, you'll love the next five years performance. While I expect MSFT will be the first company to break the $1 trillion market cap barrier, I fully expect EMC to join those ranks by 2005.