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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Mani1 who wrote (145747)4/21/2002 9:35:44 PM
From: tejek  Read Replies (1) | Respond to of 1574352
 
Ted, did you get a chance to listen to EMLX CC. It was very bullish. EMLX is a class organization that is delivering sustained earning and revenue growth. I am back in it and this time is for a longer term. Have a sell order at 39 just in case it shoots up.

Mani, I listened to part of it and I am not surprised. This seems to happen every quarter. Everyone thinks EMLX is going down and then it comes in with a quarter that beats estimates.

EMLX is gaining major market share while maintaining margin in the 60's. Grabbed a lot of business from HP (previously belonged to Agilent) and just this quarter got part of Dell's storage business. EMLX could be the new emerging leader in storage. Very impressive performance in the current IT slump with no sign of slow down.

Its why it and BRCD are the only ones I want long term. Unfortunately, I am in the same dilemma with it as I am with CYMI.......they are way overpriced. Do you buy knowing that and expect to hold it for a while? At least with EMLX it has enough volatility that you can trade it.

ted