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

To: jcmoore who wrote (9873)	4/18/2000 8:44:00 AM
From: JDN	Read Replies (1) \| Respond to of 17183

Dear JC: 23% sales increase is on the overall revenue 34% on the Storage Revenue I presume without the sub in there. I think until they have a year or so to rework the acquisition (ie they have been cutting off unprofitable parts etc) the storage revenue number is the more comparable figure to use. I seriously doubt we will see a 10% haircut on a company that just recorded nearly a 50% income gain but anythings possible I suppose. JDN

To: jcmoore who wrote (9873)	4/18/2000 8:52:00 AM
From: techtonicbull	Respond to of 17183

I hate to say you are probably right, but that seems to be the way things have gone lately with the exception of the fact that money is pouring into technology companies that have real earning momentum. EMC fulfills this requirement, so I could expect a pullback but not as severe as 10% IMO.