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

To: Gus who wrote (12319)	2/23/2001 9:16:29 AM
From: Hal	Respond to of 17183

<<Bottoms are notoriously hard to time.>> Yes they are, but this one is not gonna be hard to find, it is below us, way below us. A little dry powder will go a long way.

To: Gus who wrote (12319)	2/23/2001 12:06:14 PM
From: Tulvio Durand	Read Replies (2) \| Respond to of 17183

... VRTS and BEAS -- heavily exposed to the Solaris platform are currently being dismantled in the wake of Sun's warning last night. Three questions, Gus: 1. Is SEBL similarly exposed? Am trying to rationalize why its down more than BEAS and VRTS today. 2. Is EMC in any way affected by fibre channel woes as is BRCD? 3. Indications are that U.S. economic growth has bottomed and is starting on way up. Assuming this is true, how long will it take companies like EMC to see orders starting to re-accelerate? Thanks. Tulvio