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

To: J Fieb who wrote (11120)	9/15/2000 1:15:48 AM
From: Gus	Read Replies (1) \| Respond to of 17183

Many more reports. Does this bode well for EMC? Do you know how many of their databases reside on EMC storage? Are the stocks linked in any way? A few months ago Oracle indicated that they were close to matching EMC's customer base on a one to one basis and were already on a one to one basis with Cisco's customer base. As you know, these 3 companies formed an alliance called Ecostructure initiative earlier this year. Here's a link to the Ecostructure website: eecostructure.com There's a lot fine-grained information inside the site about the products from all three companies. For example, there's a Symmetrix/Oracle user guide on that site that shows how DBAs (database administrators) can squeeze out up to 30-40% more performance out of a data warehouse using tools like the Database Tuner that EMC sells as part of ControlCenter. As for EMC, this is a blurb from the MF: Deutsche Banc Alex. Brown reiterates STRONG BUY rating after speaking with CEO Mike Rutgers and believes that the near-term opportunities are huge and *that business remains strong with an anticipated move towards storage networking* which is expected to increase future revenues and gross margins; anticipate upside to both top-and-bottom line estimates for Q3. boards.fool.com