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: puborectalis who wrote (9031)	1/28/2000 11:42:00 PM
From: Tony Viola	Respond to of 17183

Doing the math, this implies a top-line growth rate of more than 40 percent in 2001, assuming 2000 sales growth hits the projected 25 percent target. Although 40 percent growth is an ambitious goal for a company as large as EMC, Ruettgers has a strong track record of delivering on his promises, so shareholders who bail out now are likely to miss some great times ahead. Of course, the other Internet infrastructure gorilla that grows revenues around 40% YOY is Cisco. Good company to keep, or keep up with. I wonder why the 25% projection for 2000 and 40% for 2001. Clariion sales acceleration, or NAS taking off? SAN? All of the above? Something to look forward to anyway. TV