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

To: JDN who wrote (9004)1/28/2000 8:38:00 AM
From: John Carragher  Read Replies (1) | Respond to of 17183
 
It was a great interview. I was very surprised to see him on bloomberg when I was flipping the channels. However, he got my attention with DOUBLE........wow..I think he said in the next two years. Was saying many companies just now starting to beef up ecommerce on web and dot coms. They have completed their action plans and are beginning to build out. very positive. John



To: JDN who wrote (9004)1/28/2000 11:00:00 AM
From: Tony Viola  Read Replies (2) | Respond to of 17183
 
JDN, doubling of revenues or profits? Almost doesn't matter, if one doubles, the other has to be very very healthy too.

Tony



To: JDN who wrote (9004)1/28/2000 11:05:00 AM
From: Tony Viola  Respond to of 17183
 
JDN, In the case of Hitachi he said EMC is at least 3
years ahead of them and likely will stay that way as Hitachi just doesnt have the ability to develop the complex software
needed.

Sounds right. At the risk of getting flamed for commenting on country specific areas of expertise, the Japanese have never caught up to this country in software development abilities.

Tony


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