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

To: James who wrote (8951)	1/26/2000 2:41:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 17183

James, thank you very much for your CC summary. This is interesting: Gaining on Sun in server sales. Of course, the old Data General was one of the top minicomputer companies in its day. Maybe they can recapture some of the old magic under EMC's leadership. NAS Market-- Already at a $300 million run rate; and growing faster than anyone. Growing faster than the leader, NTAP, would be something. IBM shark is simply not a threat. Too many people trashing IBM...Sun in servers and EMC in storage. Makes me nervous, unless IBM has gone to sleep like in the 80s. Come to think of it, they are headquartered in Rip van Winkle country. Thanks again. TV

To: James who wrote (8951)	1/26/2000 2:55:00 PM
From: charlief	Respond to of 17183

Thanks for the lowdown! (eom:-)

To: James who wrote (8951)	1/26/2000 4:15:00 PM
From: JDN	Read Replies (2) \| Respond to of 17183

Dear James: Thanks for the report, there is also a press release out quoting several analysts who also seemed to feel it was a strong CC. If I have time I will copy and paste it here. MEANWHILE, back at the ranch: Check out THIS press release. Notice its THE MARKETING director of EMC who is going to be making an announcement with AT&T tomorrow. Got a feeling it isnt about switching phones. haha. Bet those sellers today will be the criers tomorrow. JDN AT&T, EMC Plan Announcement Tomorrow at Washington Trade Show New York, Jan. 26 (Bloomberg) -- AT&T Corp., the largest U.S. long-distance telephone company, and EMC Corp., the No. 1 maker of data-storage systems for corporate networks, plan an announcement tomorrow at the ComNet trade show, EMC said. Mark Ward, vice president of global marketing, will make the announcement from the Renaissance Hotel in Washington, D.C. at 10 a.m. local time, EMC spokeswoman Laura Beck said in an e-mail message. The announcement will follow a keynote address by Kathleen Earley, president of AT&T Data and Internet Services. The New York Times reported today that AT&T could announce as soon as tomorrow that it's expanding its operation that manages applications for corporate customers on AT&T's network. Shares of New York-based AT&T fell 1/8 to 51 3/16 in late trading. EMC, based in Hopkinton, Massachusetts, fell 8 1/4 to 111 3/4. Earlier, EMC reported fourth-quarter revenue that lagged some forecasts.