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

To: VFD who wrote (13310)	10/14/2001 8:14:41 PM
From: Mario	Respond to of 17183

VFD it has been a long time since I have posted here or anywhere else for that matter. I will tell you I own EMC and Atmel and work for GE, and how about that for divulgence (did I spell that correctly). Let me tell you something in this day and age anyone layed off in any industry will be glad and counting their lucky stars to get another job even relating to their respective industry. As far as EMC's margins, if they are contracting then just think about IBM's and Hitach's. You know Hitachi is an OEM to SUN, HWP and now Compaq, margins are low for an OEM and Hitachi does not break out their storage, along with IBM,HWP, and Compaq. I"ve said enough. Thanks Mario

To: VFD who wrote (13310)	10/14/2001 9:24:32 PM
From: Gus	Read Replies (1) \| Respond to of 17183

Thanks, VFD. We tend to forget that the cost structure realignment also means that real people lose jobs. That post, however, contains a curious comment about obsolescence that also happens to be a standard line in the marketing briefing materials of EMC's rivals. It also contains an overwrought view of commodification, which is perhaps understandable but which nonetheless ignores the true interchangeability of goods according to market segmentation and the strategic pricing strategies that IBM and Hitachi have adopted during the last 2 years to compete against EMC. When I have the time I'll try to elaborate some more.