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To: Len who wrote (2071)1/14/2000 9:24:00 AM
From: DownSouth  Respond to of 10934
 
I am not writing EMC off, but I believe the marketplace is at a point of inflection. EMC will need to make some tough decisions in the months ahead and execute well. They have a huge installed base and lots of revenues from that base, so they can absorb a changing market for a while.