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

To: Marc Bourgault who wrote (12053)	2/7/2001 6:39:26 PM
From: Gus	Respond to of 17183

Interesting excerpts from recent earnings reports: From EDS: ....Signings in the fourth quarter increased 141 percent in Europe, 295 percent in Asia Pacific and 33 percent in the U.S..... From Extreme Networks: ....At a technology investors conference held by Banc of America, Extreme CFO Vito Palermo said the company's strong sales outside of the United States and to big businesses -- rather than telecommunications service providers, who have in recent months reportedly cut their spending dramatically -- would insulate the Santa Clara, Calif., company.... From Cisco: ....So far, Cisco executives said, the slowdown appears confined to the U.S. Orders from outside the U.S. increased to 51% in the second quarter, from 48% in the fiscal first quarter. "Momentum in international markets has continued unabated," said Kevin Kennedy, Cisco's senior vice president for telecommunications carriers.... From EMC: ....The superior fourth-quarter international results were highlighted by a 134% year-to-year increase in Asia Pacific storage revenue and a 54% year-to-year increase in EMEA (Europe, Middle East and Africa) storage revenue. Year over Year Growth Total Storage Total Storage Global International 1Q00 34% 36% 2Q00 43% 53% 3Q00 47% 59% 4Q00 50% 67% FY2000 North America 61% $5.41B International 39% 3.46B Total 100% $8.87B