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


To: Tony Viola who wrote (11934)1/23/2001 10:38:00 AM
From: Road Walker  Read Replies (1) | Respond to of 17183
 
Tony,

I think you are right about the revenue growth. After the nice slides showing storage rev's growth (YOY) accelerating each quarter last year, to over 50% in the 4th quarter, mid 30's doesn't sound that exciting. Also software growth guidance of 50% is below last year, and that's the GM driver. Does EMC have a history of being soft on guidance?

MR will be on CNBC in the noon hour (est).

John