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.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Berk who wrote (61847)3/10/2002 2:07:31 PM
From: Cary Salsberg  Respond to of 70976
 
OT

You are correct, I am a fundamental investor. I agree that technology "holds...many surprises". I suspect that the major surprises for EMC will be negative going forward. I am not so much concerned with market love/hate as I am with an unattractive business with much larger competitors and no significant barriers to entry. I realize that EMC could double and halve 3 times before the next surprise.