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.

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

To: Allegoria who wrote (8904)	1/26/2000 9:24:00 AM
From: JDN	Read Replies (2) \| Respond to of 17183

Dear Eric and all: Anyone remember Mike R. saying EMC revenue would top 10 billion by 2001? Well, I just calculated that if they only grow the top line by 25% next two years comes to 10.5 BILLION. I would say now that DEC is pretty well absorbed and they just acquired another software firm which will help them speed their software to market we got a good chance of at least returning to the top line growth of 30%+ and in addition at least maintaining the margins as software continues to grow. JDN

To: Allegoria who wrote (8904)	1/26/2000 9:31:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 17183

Eric, Re:EMC down slightly in AMT..seems you can't impress the street these days... My first 5 minute look at the report: we have gotten used to predictions of 30 - 40% revenue growth. That is not evident in these numbers: Total revenue for the fourth quarter was $1.88 billion, 21% higher than the fourth quarter of 1998. For the full 1999 fiscal year, EMC's revenue totaled $6.72 billion, 24% higher than 1998. I'm disappointed because this stock is priced for perfection. People want to compare it to Cisco, well, Cisco had 49% revenue growth Q over Q in their last report. This ain't no Cisco, at least WRT revenue growth. I'm holding, because EMC is a gorilla that keeps gaining market share (I think) in an exploding market, has the best products, but I hope to find out better stuff than this. Tony