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

To: JRI who wrote (10283)	5/26/2000 12:54:00 PM
From: PAR	Read Replies (2) \| Respond to of 17183

exactly when does it start to pop? :>)

To: JRI who wrote (10283)	5/26/2000 3:24:00 PM
From: Bill Martin	Read Replies (1) \| Respond to of 17183

Re: EMC just clarified (on CNBC)...IBM's parts problem...IS NOT EMC's problem...EMC does not source those drives (at all) from IBM (rather, from Seagate) That's not exactly what I heard. I thought that EMC weaseled on this a little. They said that their newest systems do not use the IBM 10,000 rpm drives. They didn't actually say that some older system that supplies a big percentage of their revenue doesn't use the drives. And the CNBC people weren't clever enough to ask about that point. EMC did come straight out though, and say that IBM's drive problem would not affect their projected numbers for the quarter. Bill