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


To: ratan lal who wrote (12541)3/31/2001 9:11:58 AM
From: Bill Fischofer  Read Replies (3) | Respond to of 17183
 
Ruettgers on CNBC last night

Mike Ruettgers was part of a guest panel on the one year anniversary edition of Maria Bartiromo's Market Week last night. The contrast between his message and the messages coming from CSCO's John Chambers couldn't be greater. While CSCO has "no visibility" EMC's visibility is fine. Companies are still spending on IT, particularly in the area of storage. This shouldn't be surprising since EMC has in the past compared storage to "oxygen" in the business world--not something you can do without.

The show will probably be rebroadcast over the weekend. Worth catching if you can.