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

To: JRI who wrote (9413)	3/3/2000 8:05:00 PM
From: Tony Viola	Respond to of 17183

JRI, re 12 zip, I guess I was thinking in terms of the long haul: beta.iqc.com Maybe that's the difference, i.e., looking at years vs. weeks on the performance. This horse buried deep enough? ;-) Tony

To: JRI who wrote (9413)	3/3/2000 8:24:00 PM
From: Road Walker	Respond to of 17183

JRI, As worried as you are about EMC, I would recommend that you sell. I would. Problem solved. John

To: JRI who wrote (9413)	3/3/2000 9:07:00 PM
From: X Y Zebra	Respond to of 17183

Of course I am just a pedestrian, but I thought you would like to know that playing both sides of the market via options, has given me a couple of great months ! I think the owners of this stock must be suffering of acute schizophrenia, [at least that is how the swings and speed of variation in price feels, they are amazing] If you have the stomach for it, (and the capital to back the plays), you should consider using options to trade EMC. I have recently closed my naked calls and puts, however that changes daily... and I have now entered a long position, as the naked calls could carry an additional risk now that the market seems to have gather some steam. Here is some basic information on options that those interested should review. cboe.com In addition, to those who do not mind possibly paying capital gains tax (in case you get assigned in a covered call situation), by selling the near month call with a strike price away say, 10 pts. from where we are (aprox.), it could be additional income that would enhance your overall return. If you prefer "tightening" the strike price, (that is, within 5 points away from where we are, aprox.) the premium is larger, but then again, the risk of being assigned is also greater. However, considering the current schizophrenic volatility in EMC, you may be able to close the position without waiting for expiration. and still enhance your return. I know that other stocks carry larger premiums, however they are also, riskier, and/or not marginable (or not at the same % of equity). [This would help stop the complains about how horrible it has been to get low returns in the last two months g]

To: JRI who wrote (9413)	3/3/2000 10:46:00 PM
From: linda_marie	Respond to of 17183

Some more positive information---EMC is listed in the new Fortune-e50 Index under the Net Hardware Companies. As stated in Fortune, "Each of the companies in our index is, or has the potential to be, a major player; taken together, the companies cover the spectrum of the Internet economy....Of course, our e-50 includes the usual suspects, such as AOL and Yahoo. But it also includes unexpected names--behind-the-scenes powers like EMC and Oracle..." www.fortune.com/fortune/e50/

To: JRI who wrote (9413)	3/4/2000 5:17:00 AM
From: JDN	Read Replies (2) \| Respond to of 17183

Dear JRI: I saw an analyst (didnt bother to get the name) on CNBC last night recommending EMC. Since I feel quite comfortable with the stock I didnt pay a lot of attention but he said one thing that reminded me of you. He said EMC was up 85% last year. I dont really track exact percentages on each of my stocks in my portfolio as I am only interested in the total so cant say if that is true or not, but, I am happy with 85% a year. Since I actually had 125% for 1999 and EMC is my second largest holding after SUNW I feel it must have been well up there. JDN

To: JRI who wrote (9413)	3/4/2000 11:52:00 AM
From: keta	Read Replies (1) \| Respond to of 17183

I'd just like to say that yes, in hindsight EMC has underperformed many of my other holdings. But if nothing else, having a large position in my portfolio has given me a certain peace of mind that my high flyers couldn't. Now while it is true that in this stage of my life large amounts of money is preferable to utter peace, having stocks like EMC as part of my investment foundation has allowed my to take risks that I might not have taken. Those risks have paid off tremendously. So for psychological reasons, I think my EMC has indirectly brought me great riches. -K