SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Bill Harmond who wrote (6361)4/11/2001 11:20:57 AM
From: 16yearcycle  Read Replies (1) | Respond to of 57684
 
That is bullshit. the main point is that emc is trading at about 40x earnings at this moment, with this new guidance, and is indeed maintaining revenue growth at ~30%. Those are sound numbers for a huge company in a leadership position. The cash flow generated in their business over the next 5 years justifies a much higher price. There is no REASONABLE rationale for a 40% drop from here. Of course, we know it can happen, particularly if analysts pull bs stunts like this.