Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JRI who wrote (10819)	8/2/2000 2:54:03 PM
From: SJS	Respond to of 17183

CSFB on EMC from their conference: ______________________ EMC (EMC-$82.50-Cap $179B-Buy) Lessons from EMC University · We attended the first day of EMC’s analyst conference designed to provide insight into storage trends. · EMC believes that applications will drive the evolution of protocols, and has therefore chosen to remain protocol and topology independent. · Even as inter-connectivity protocols change, the company believes that information and storage will remain at the center of the enterprise. · The company believes DWDM (Dense Waveform Division Multiplexing) will enable the distribution of storage across metropolitan areas. · EMC’s software remains a key focus with recent product introductions likely to evolve as platforms. · We re-iterate our Buy Rating.