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: JDN who wrote (9185)	2/9/2000 10:24:00 AM
From: Fred Levine	Respond to of 17183

More speculation about TV on demand... As technology improves, there is little doubt that TV will be more archival and storage needs will increase. I continue to be impressed by EMC being at the center. However, there may be increased centralization of storage so few machines can handle vast amounts of archival data, thus not bringing in near the revenue that a less-centralized approach will have. In fact, the trend to out-sourceing storage may also alleviate redundancies and lower demand for EMC units. Having said that, I must admit that as a 5 yr holder of this stock, I continue to be very bullish. However, I don't expect my return rate to remain as high. fred

To: JDN who wrote (9185)	2/9/2000 12:44:00 PM
From: B Spears	Respond to of 17183

There is a company that is addressing the royalty issue. It is Wave Systems Inc. They have a pretty active discussion board both on SI and Raging Bull. Their stock symbol is wavx. I am long EMC and Wave because I see this video on demand as well as other digital content on demand sector as being potentially huge. EMC will most definitely play a huge role on the sever end. If you are interested in what goes on on the client side you should take a look at Wave Systems. www.wave.com bob spears