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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (16700)	1/28/2000 3:27:00 PM
From: chaz	Read Replies (2) \| Respond to of 54805

Some help, yes. Sounds like applications buyers are as conservative as are advertisers. Via PM, take me back through the shift from 123 to Excel...I was gone (from the industry) while that was going on, but I gathered that MSFT's "Office bundle" did 'em in, with probably some IBM-ese PC-level goofs thrown in.

To: DownSouth who wrote (16700)	1/29/2000 12:01:00 PM
From: Apollo	Respond to of 54805

Good morning Thread: EMC this week announced the usual slurry of great news, beating estimates again. One guy I follow over on the EMC thread is Bill Fischofer. His comments............ To: jhg_in_kc who wrote (8959) From: Bill Fischofer Thursday, Jan 27, 2000 2:25 PM ET Reply # of 9041 EMC observations After listening to the EMC conference call I am more confident than ever that EMC remains a core holding. I've always felt that if someone forced me to sell all but one of my stocks the one I would keep would be MSFT, but EMC is now the one I would keep. The only certainty in ecommerce is that it will result in gargantuan increases in the amount of business-critical online data in the years ahead, and this message comes through loud and clear in Reuttger's remarks and confidence about the future. Of particular interest is EMC's push into the NAS space which EMC intends to dominate the same way they own the enterprise space. Quite simply, there is no area of enterprise storage where EMC is not already or intends to be shortly the undisputed leader. This is as close to franchise nirvana as you can get in the technology world.