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

To: AugustWest who wrote (11914)1/23/2001 7:53:45 AM
From: Gus  Read Replies (1) | Respond to of 17183
 
Pre-CC notes:

1) EMC Software grew 45% from 3Q00 ($332M) to 4Q00 ($483M)!!

2) New Product Announcement later this afternoon

emc.com


                     Q100     Q200     Q300   Q400    FY00

Storage Revenue   
Enterprise Systems $1,132  $1,340   $1,451  $1,596  $5,519 
Software              270     350      332     483   1,435 
ESCON(McData)          39      37       34      43     153 
  
Subtotal            1,440   1,728    1,817    2,122  7,107 
Service/Rental        115     132      159      197    604 
            
Base EMC            1,556   1,860    1,976    2,319  7,711 
Midrange (CLARiiON)
Product and Service    98     141      165      179    582 
            
Total Storage
Revenue             1,654   2,001    2,141    2,498  8,293 
  
Data General   
Systems                88     69        71       57    286 
Service                81     76        71       66    294 
  
Total Data General    169    145       142      123    580 
  
Total Consolidated
EMC                $1,823 $2,146    $2,283   $2,621 $8,873



To: AugustWest who wrote (11914)1/23/2001 9:23:03 AM
From: JDN  Respond to of 17183
 
Dear August and all: Just finished listening to the WebCast conference call. VERY IMPRESSIVE. Growth has been fantastic and will continue to be although I think they said they are forecast mid 30% range for 2001 in revenue probably equate to something in the 40%+ range in income. Market opportunity is even better than before. This ones a keeper for sure. JDN


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