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

To: Gus who wrote (11722)	1/2/2001 5:38:51 AM
From: JDN	Read Replies (1) \| Respond to of 17183

Dear Gus: "Lastly, EMC's current guidance is that they will update their annual forecasts when they report 4th quarter results. I think that EMC will roll its $12 billion EY2001 target into a FY2002 target. The latest surveys regarding IT spending indicates that bulk of the transition from ESCON to FICON to Fibre Channel SANs will take place in 2001 (30+%) and 2002 (40+%) which matches the timing of the mainframe/high-end Unix upgrade cycle, the progress of standards in the Fibre Channel switch market (EY2000), the scheduled transition from 1 Gbps to 2 Gbps FC, and the transition of corporate networks from 100 Mbps (Fast Ethernet) to 1000 Mbps (Gigabit Ethernet). Note that the original SAN environment (ESCON) flourished between 1995 and 1999 " I dont find that particularly enthusiastic!! What will their target be for 2001? If they cant meet their original forecast it will be the first time in my memory they didnt. JDN