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: J Fieb who wrote (11126)	9/16/2000 6:25:01 AM
From: JDN	Read Replies (2) \| Respond to of 17183

Dear J Fieb: I have 2 comments: 1. Of course they slammed EMC, EMC wasnt on the Panel. 2. Being the biggest BY FAR, and spending the most BY FAR on research I guess the competition really has no choice but to slam EMC. What else can these little pipsqueaks do to get attention. IMHO NTAP is Horribly overpriced, I admit anyone in it has done really well but at these price levels I cannot see how anyone now entering it can expect to do anything but lose money unless they are a ST trader. JDN

To: J Fieb who wrote (11126)	9/18/2000 1:58:25 AM
From: Gus	Respond to of 17183

LOL, J. I can just imagine the group picture at this event -- "Say cheeeeeeeeesy!" Please tell me that the newsletter writer is not the only profitable enterprise in that group.<g> Seriously, Red Herring has been chronicling the way the moneybags backing these dotcoms are slowly but surely repositioning their various holdings to consolidate and become bigger in order to achieve a quicker path to earnings or faster revenue growth, at the very least, in an unforgiving equity market. 1999 was clearly an aberration in many ways; although, it does seem that some of these dotcoms still have to shake off the afterglow. Perhaps, that explains a lot of the rhetoric. Here's a list of the xSPs that are working with EMC that shows STOR is a very small fish in a very big pond. EDS alone already has 2.5 million square feet of raised floor data centers with more than 46,000 servers and an ongoing outsourcing business with a revenue run rate of over $18.5 billion. emc.com