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To: FLSTF97 who wrote (3118)	4/18/2000 2:58:00 PM
From: Seeker of Truth	Respond to of 10934

Yes, you are missing something. In 2 out of the last three periods there was a decline in EMC's revenues going from the 4th quarter to the first quarter of the next year. However in both of these cases there were sharp advances for the year as a whole. Evidently there is some seasonality, final billing in the 4th quarter etc. I'm not saying buy or sell EMC.

To: FLSTF97 who wrote (3118)	4/19/2000 9:54:00 AM
From: Eric L	Respond to of 10934

The following excerpt (NTAP reference) is from an article by Jon D. Markman discussing his mechanical models: moneycentral.msn.com "Pay most attention to the MVP Growth and Redwood Growth names, such as Sun Microsystems (SUNW) Network Appliances (NTAP) and PMC Sierra (PMCS). The market may occasionally wildly overshoot the right price for the shares of these firms, and take them down a few notches for one to nine months, but you can be quite sure they will never vanish in a cloud of smoke and mirrors." - Eric -