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

To: Gus who wrote (13688)12/31/2001 6:11:53 PM
From: Gus  Read Replies (1) | Respond to of 17183
 
What do you see in the rearview mirror? (2)

Annual Returns 
Storage Stocks
1970-2001
Based on End of Year Prices
(Excludes cash/stock dividends)

End of 
 Year      IBM    STK  WDC+    EMLX++  EMC     VRTS   NTAP

12/31/70      NA   *     *	 *     *       *      *
12/31/71      6%   *     *	 *     *       *      *
12/29/72     19%  IPO    *	 *     *       *      *
12/31/73    -23% -52%  IPO	 *     *       *      *
12/31/74    -31% -55%  -64%	 *     *       *      *
12/31/75     34%  80%  -65%	 *     *       *      *
12/31/76     25%  18%  -67%	 *     *       *      *
12/30/77     -2%  99%   24%	 *     *       *      *
12/29/78      9% 191%  395%	 *     *       *      *
12/31/79    -13%  11%   60%	 *     *       *      *
12/31/80      5%  31%  229%	 *     *       *      *
12/30/81    -16%  55%  -33%    IPO     *       *      *
12/31/82     69% -39%  -28%   238%     *       *      *
12/30/83      4% -35%   89%   149%     *       *      *
12/31/84     26% -83%   -4%   -63%     *       *      *
12/31/85      1% -22%   22%    44%     *       *      *
12/31/86     27% 100%   76%   -28%    IPO      *      *
12/31/87    -25% -46%  -12%   -24%    38%      *      *
12/30/88      6%  -6%   -9%    76%   -67%      *      *
12/29/89    -22% -32%  -43%   -42%   -36%      *      *
12/31/90     21%  83%  -42%   -16%   143%      *      *
12/31/91    -21%  86%  -46%    -2%    53%      *      *
12/31/92    -43% -47%  229%    86%   185%      *      *
12/31/93     13%  54%    6%   -36%   178%     IPO     *
12/30/94     31%  -9%   84%     8%    33%      2%     *
12/29/95     25% -17%    7%   -24%   -30%    331%    IPO
12/31/96     66% 101%  218%    54%   116%     96%     27%
12/31/97     39%  30%  -44%   -13%    66%     54%     40%
12/31/98     77%  16%   -6%   191%   210%     76%    152%
12/31/99     18% -48%  -72%  1025%   157%    616%    270%
12/29/00    -21% -51%  -42%    42%    22%     -8%     55%
12/31/01     42% 130%  157%    51%   -80%    -49%    -66%

PSR         2.4x  1.0x  0.6x   13.2x   3.6x  12.0x    7.9x
							
TTM SALES  88.7B  2.1B  2.0B   243M    8.2B   1.5B    909M
MarketCAP 213.9B  2.2B  1.2B   3.2B   29.7B  18.0B    7.2B

+ Proxy for Disk Drive Industry.  Seagate would have been
a better proxy but it went private last year.

++ Proxy for SAN suppliers.  BRCD's IPO was in 1999 while
MCDT's IPO was in 2000 with final distribution of MCDTA early in 2001.



To: Gus who wrote (13688)1/1/2002 5:57:19 PM
From: Gus  Respond to of 17183
 
Repost: What do you see in the rearview mirror? (1)

Annual Returns 
IT Bellwethers
1986-2001
Based on End of Year Prices
(Excludes cash/stock dividends)

12/31/86	IPO	IPO	IPO		IPO		27%	-24%
12/31/87	38%	200%	37%		121%		-25%	89%
12/30/88	-67%	33%	0%		-1%	IPO	6%	-11%
12/29/89	-36%	142%	4%		64%	-40%	-22%	46%
12/31/90	143%	-67%	24%	IPO	73%	217%	21%	11%
12/31/91	53%	89%	33%	188%	123%	43%	-21%	28%
12/31/92	185%	94%	18%	137%	16%	178%	-43%	78%
12/31/93	178%	103%	-13%	73%	-5%	47%	13%	43%
12/30/94	33%	54%	22%	8%	52%	83%	31%	3%
12/29/95	-30%	44%	157%	113%	44%	69%	25%	78%
12/31/96	116%	48%	13%	70%	89%	208%	66%	131%
12/31/97	66%	-20%	54%	31%	57%	217%	39%	7%
12/31/98	210%	93%	117%	150%	115%	249%	77%	69%
12/31/99	157%	290%	262%	131%	69%	40%	18%	39%
12/29/00	22%	4%	-28%	-29%	-62%	-65%	-21%	-28%
12/31/01	-80%	-52%	-56%	-53%	53%	56%	42%	5%

PSR       3.6x  7.5x  2.5x   6.5x  14.4x  2.3x   2.4x  7.5x

TTM Sales 8.2B 10.5B 16.1B  20.2B  25.7B 31.8B  88.7B 28.2B
Mkt. CAP 29.7B 78.6B 39.9B 132.3B 368.8B 74.1B 213.9B211.3B


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