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

To: Gus who wrote (11374)	10/12/2000 9:21:27 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 17183

Re: Medical records Digital medical records will be an absolutely tremendous growth area going forward. In addition to the vast amount of data represented by this sector, its requirements for reliability are unmatched. Doctors, hospitals, HMOs, and insurers are under legal obligation to preserve and safeguard these documents and clearly EMC's reputation as the "gold standard" in data reliability will serve it well in marketing to these customers. The medical field is also one of the most fragmented in the IT industry from a vendor standpoint. Once again, EMC's vendor neutral storage offerings will serve it well here. While SUNW, IBM, and HWP try to sell "systems" (read, processors), EMC will be providing storage management solutions which work with whatever computer systems the customer has today or tomorrow. It is difficult to overstate the opportunity here. In five years I can easily see this business sector alone dwarfing EMC's current revenue.