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

To: Bill Fischofer who wrote (10598)	7/8/2000 5:56:38 AM
From: JDN	Read Replies (1) \| Respond to of 17183

Dear Bill: I knew you'd feel that way, just wanted to yank your cord although its quite a reach up to that ivory tower in the sky on the beach. haha. But, for the record, IMHO I cannot see how an Assembler (DELL) can beat an Innovator (SUNW) in the long run. I bought into Dell when Michael first switched to direct marketing and stock dropped like a lead balloon. I looked at his financials, noted the small inventories, realized the prices of materials were headed DOWN and as a CPA understood what that meant. So, I made a lot of money (for once using just accounting concepts (gg)) But that is History now. I frankly feel now that if CPQ ever gets their act together they very well might outperform Dell-I realize that is near Herisey (sp?). JDN