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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: tekboy who wrote (44185)	7/7/2001 10:04:52 AM
From: Apollo	Read Replies (2) \| Respond to of 54805

EMC..... tekboy/Ares@toobadyouholdEMC.com Yeah, EMC will miss, sales are slowing, and margins are under bigtime pressure. The question asked by Pirah and by EMC shareholders, in essence, is whether this reflects a sea change in EMC's ability to dominate SAN storage, as well as in effectively competing in all segments of storage (the only storage company to do so)...................or, alternatively, is EMC being hammered by the same economic forces as other Tech companies. Presently, I see no evidence to support a sea change. Management has a 10 year track record, storage is an important IT paradigm, and I cannot find any major company that has escaped this onslaught. My one reservation is that EMC is a King, and does not control proprietary open architecture. It outmanages, outspends, outresearches, and outexecutes the competition. So it's ability to get out from under will be more hamstrung than that of a gorilla. I'm not selling my shares, and I don't feel sorry for owning them, similar to when Qualcomm crashed last Spring. The only thing I regret is that it looks like retirement for me will be a little more delayed, like maybe when I hit 80 or so. Apollo