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

To: Fred Levine who wrote (9214)	2/13/2000 11:27:00 AM
From: Fred Levine	Read Replies (2) \| Respond to of 17183

This is from Upside--- a newsletter of tech stocks. EMC was listed with the potential laggards. EMC Market Share: 5 Innovation: 3 Overseas Strength: 4 Alliances : 2 Growth: 5 With its Data General acquisition, EMC becomes the clear market leader in traditional high-end and midrange storage technology. However, although it's been an exceptionally well-run company, we believe that EMC will have an increasingly hard time maintaining its very high prices and margins as market changes accelerate. In particular, some serious price erosion may begin to take place this year, and the company needs to get into new markets like network-attached storage (NAS) and caching -- and do it quickly. fred