Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: SpinCity1 who wrote (79770)	7/9/2001 11:14:56 AM
From: t2	Read Replies (2) \| Respond to of 99985

I think some of EMCs missing revenues will be found in STOR. IMBO. EMC nice upgrades saw a target for 45. I would bet on the smaller storage names, especially software storage. A strong push to spend will be needed to significantly impact EMC's earnings. I am not ruling it out but agree with you that one can look at competitors in the sector as better opportunities. If EMC can maintain its gains, it would be a good sign for the Nasdaq. Also that upgrade of SUNW is also playing a big part in EMC's move.... that is the one stock that I associate with EMC even though one is in servers and the other in storage. Call it the expensive hardware group. At least some analysts are calling a bottom in these type of names. They may not be the most unreliable based upon the track records of the past few months...but we have to remember that these guys do a lot of research on the industry and are more qualified to make a call than us Silicon Investor posters.<g>